Skip to content
Disclosery

Lee Financial Co: FNDF position timeline

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

Lee Financial Co held 212,081 FNDF 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 212,081 shares
    Change vs previous 13F +8,568 shares

    1.43% of the 13F portfolio, value $11,189,401.

    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 203,513 shares
    Change vs previous 13F +3,228 shares

    1.4% of the 13F portfolio, value $9,957,912.

    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 200,285 shares
    Change vs previous 13F -4,226 shares

    1.22% of the 13F portfolio, value $9,054,905.

    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 204,511 shares
    Change vs previous 13F -5,671 shares

    1.1% of the 13F portfolio, value $8,785,774.

    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 210,182 shares
    Change vs previous 13F +3,015 shares

    1.21% of the 13F portfolio, value $8,411,466.

    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 207,167 shares
    Change vs previous 13F -707 shares

    1.14% of the 13F portfolio, value $7,487,032.

    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 207,874 shares
    Change vs previous 13F +384 shares

    0.97% of the 13F portfolio, value $6,903,511.

    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 207,490 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $7,753,898.

    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).