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Disclosery

Lee Financial Co: EMLP position timeline

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

Lee Financial Co held 693,567 EMLP 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 693,567 shares
    Change vs previous 13F +5,210 shares

    3.85% of the 13F portfolio, value $30,170,176.

    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 688,357 shares
    Change vs previous 13F -19,465 shares

    4.24% of the 13F portfolio, value $30,053,649.

    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 707,822 shares
    Change vs previous 13F -22,067 shares

    3.62% of the 13F portfolio, value $26,805,217.

    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 729,889 shares
    Change vs previous 13F -5,853 shares

    3.5% of the 13F portfolio, value $27,947,457.

    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 735,742 shares
    Change vs previous 13F -28,143 shares

    3.96% of the 13F portfolio, value $27,597,689.

    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 763,885 shares
    Change vs previous 13F -4,404 shares

    4.37% of the 13F portfolio, value $28,638,066.

    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 768,289 shares
    Change vs previous 13F +11,788 shares

    3.85% of the 13F portfolio, value $27,389,518.

    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 756,501 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $25,418,418.

    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).