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Disclosery

Lee Financial Co: FNDX position timeline

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

Lee Financial Co held 2,177,038 FNDX 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 2,177,038 shares
    Change vs previous 13F -6,641 shares

    8.65% of the 13F portfolio, value $67,705,870.

    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 2,183,679 shares
    Change vs previous 13F -140,451 shares

    8.58% of the 13F portfolio, value $60,815,457.

    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 2,324,130 shares
    Change vs previous 13F -54,358 shares

    8.53% of the 13F portfolio, value $63,239,578.

    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 2,378,488 shares
    Change vs previous 13F -31,036 shares

    7.84% of the 13F portfolio, value $62,554,234.

    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 2,409,524 shares
    Change vs previous 13F -82,409 shares

    8.48% of the 13F portfolio, value $59,129,729.

    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 2,491,933 shares
    Change vs previous 13F -1,423 shares

    8.99% of the 13F portfolio, value $58,834,537.

    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 2,493,356 shares
    Change vs previous 13F +1,660,841 shares

    8.29% of the 13F portfolio, value $59,042,661.

    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 832,515 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $59,741,258.

    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).