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Disclosery

Lee Financial Co: FERG position timeline

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

Lee Financial Co held 6,336 FERG 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 6,336 shares
    Change vs previous 13F -22 shares

    0.19% of the 13F portfolio, value $1,504,597.

    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 6,358 shares
    Change vs previous 13F -30 shares

    0.21% of the 13F portfolio, value $1,483,941.

    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 6,388 shares
    Change vs previous 13F -792 shares

    0.19% of the 13F portfolio, value $1,422,162.

    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 7,180 shares
    Change vs previous 13F -81 shares

    0.2% of the 13F portfolio, value $1,613,308.

    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 7,261 shares
    Change vs previous 13F +705 shares

    0.23% of the 13F portfolio, value $1,581,971.

    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 6,556 shares
    Change vs previous 13F +185 shares

    0.16% of the 13F portfolio, value $1,051,341.

    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 6,371 shares
    Change vs previous 13F -104 shares

    0.16% of the 13F portfolio, value $1,106,561.

    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 6,475 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,286,389.

    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).