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Disclosery

Lee Financial Co: CFG position timeline

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

Lee Financial Co held 35,480 CFG 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 35,480 shares
    Change vs previous 13F -122 shares

    0.32% of the 13F portfolio, value $2,486,084.

    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 35,602 shares
    Change vs previous 13F -157 shares

    0.3% of the 13F portfolio, value $2,135,053.

    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 35,759 shares
    Change vs previous 13F +516 shares

    0.28% of the 13F portfolio, value $2,088,684.

    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 35,243 shares
    Change vs previous 13F -354 shares

    0.23% of the 13F portfolio, value $1,873,519.

    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 35,597 shares
    Change vs previous 13F +10,786 shares

    0.23% of the 13F portfolio, value $1,592,966.

    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 24,811 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,016,507.

    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).