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Disclosery

Lee Financial Co: ET position timeline

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

Lee Financial Co held 40,304 ET 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 40,304 shares
    Change vs previous 13F +480 shares

    0.1% of the 13F portfolio, value $770,614.

    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 39,824 shares
    Change vs previous 13F -3,790 shares

    0.11% of the 13F portfolio, value $768,605.

    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 43,614 shares
    Change vs previous 13F -150,203 shares

    0.1% of the 13F portfolio, value $719,196.

    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 193,817 shares
    Change vs previous 13F +151,657 shares

    0.42% of the 13F portfolio, value $3,325,900.

    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 42,160 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $764,362.

    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 42,160 shares
    Change vs previous 13F -150,801 shares

    0.12% of the 13F portfolio, value $783,755.

    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 192,961 shares
    Change vs previous 13F +1,657 shares

    0.53% of the 13F portfolio, value $3,780,107.

    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 191,304 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,070,430.

    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).