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Disclosery

Lee Financial Co: GLD position timeline

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

Lee Financial Co held 74,438 GLD 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 74,438 shares
    Change vs previous 13F -59 shares

    3.5% of the 13F portfolio, value $27,421,471.

    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 74,497 shares
    Change vs previous 13F -1,846 shares

    4.52% of the 13F portfolio, value $32,055,315.

    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 76,343 shares
    Change vs previous 13F -1,298 shares

    4.08% of the 13F portfolio, value $30,255,495.

    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 77,641 shares
    Change vs previous 13F -228 shares

    3.46% of the 13F portfolio, value $27,599,047.

    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 77,869 shares
    Change vs previous 13F -116 shares

    3.4% of the 13F portfolio, value $23,736,808.

    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 77,985 shares
    Change vs previous 13F -1,294 shares

    3.43% of the 13F portfolio, value $22,470,598.

    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 79,279 shares
    Change vs previous 13F -1,116 shares

    2.7% of the 13F portfolio, value $19,195,825.

    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 80,395 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $19,540,809.

    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).