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Disclosery

Lee Financial Co: FNDE position timeline

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

Lee Financial Co held 36,495 FNDE 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 36,495 shares
    Change vs previous 13F +6,141 shares

    0.18% of the 13F portfolio, value $1,448,132.

    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 30,354 shares
    Change vs previous 13F +5,286 shares

    0.16% of the 13F portfolio, value $1,161,353.

    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 25,068 shares
    Change vs previous 13F -352 shares

    0.12% of the 13F portfolio, value $903,961.

    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 25,420 shares
    Change vs previous 13F +739 shares

    0.12% of the 13F portfolio, value $919,180.

    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 24,681 shares
    Change vs previous 13F +235 shares

    0.12% of the 13F portfolio, value $814,713.

    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 24,446 shares
    Change vs previous 13F +2,025 shares

    0.12% of the 13F portfolio, value $752,948.

    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 22,421 shares
    Change vs previous 13F +1,971 shares

    0.09% of the 13F portfolio, value $651,341.

    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 20,450 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $659,918.

    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).