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Disclosery

Lee Financial Co: EPD position timeline

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

Lee Financial Co held 51,357 EPD 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 51,357 shares
    Change vs previous 13F -400 shares

    0.24% of the 13F portfolio, value $1,887,885.

    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 51,757 shares
    Change vs previous 13F +166 shares

    0.28% of the 13F portfolio, value $1,958,486.

    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 51,591 shares
    Change vs previous 13F -11,452 shares

    0.22% of the 13F portfolio, value $1,654,008.

    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 63,043 shares
    Change vs previous 13F +11,492 shares

    0.25% of the 13F portfolio, value $1,971,355.

    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 51,551 shares
    Change vs previous 13F +500 shares

    0.23% of the 13F portfolio, value $1,598,598.

    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 51,051 shares
    Change vs previous 13F -13,518 shares

    0.27% of the 13F portfolio, value $1,742,882.

    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 64,569 shares
    Change vs previous 13F +876 shares

    0.28% of the 13F portfolio, value $2,024,884.

    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 63,693 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,854,104.

    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).