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Disclosery

Lee Financial Co: DMLP position timeline

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

Lee Financial Co held 26,605 DMLP 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 26,605 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $671,777.

    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 26,605 shares
    Change vs previous 13F +1,000 shares

    0.1% of the 13F portfolio, value $720,996.

    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 25,605 shares
    Change vs previous 13F -10,000 shares

    0.08% of the 13F portfolio, value $572,528.

    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 35,605 shares
    Change vs previous 13F +11,000 shares

    0.12% of the 13F portfolio, value $921,814.

    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 24,605 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $685,496.

    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 24,605 shares
    Change vs previous 13F -11,000 shares

    0.11% of the 13F portfolio, value $740,119.

    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 35,605 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,186,715.

    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 35,605 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,073,491.

    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).