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Disclosery

Lee Financial Co: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee Financial Co on BRK-B, newest first. How the timeline and the estimate are built.

Lee Financial Co held 65,559 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,559 shares
    Change vs previous 13F -5,124 shares

    4.19% of the 13F portfolio, value $32,805,096.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 70,683 shares
    Change vs previous 13F -4,794 shares

    4.78% of the 13F portfolio, value $33,871,320.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,477 shares
    Change vs previous 13F -6,946 shares

    5.12% of the 13F portfolio, value $37,938,647.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 82,423 shares
    Change vs previous 13F -1,898 shares

    5.2% of the 13F portfolio, value $41,437,367.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 84,321 shares
    Change vs previous 13F -1,189 shares

    5.87% of the 13F portfolio, value $40,960,639.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,510 shares
    Change vs previous 13F -1,474 shares

    6.96% of the 13F portfolio, value $45,540,946.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,984 shares
    Change vs previous 13F -1,107 shares

    5.54% of the 13F portfolio, value $39,428,133.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,091 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $40,544,789.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).