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Disclosery

Lee Financial Co: HD position timeline

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

Lee Financial Co held 5,433 HD 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 5,433 shares
    Change vs previous 13F -157 shares

    0.24% of the 13F portfolio, value $1,916,111.

    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 5,590 shares
    Change vs previous 13F -398 shares

    0.26% of the 13F portfolio, value $1,838,496.

    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 5,988 shares
    Change vs previous 13F -702 shares

    0.28% of the 13F portfolio, value $2,060,472.

    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 6,690 shares
    Change vs previous 13F +246 shares

    0.34% of the 13F portfolio, value $2,710,873.

    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 6,444 shares
    Change vs previous 13F +601 shares

    0.34% of the 13F portfolio, value $2,362,629.

    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 5,843 shares
    Change vs previous 13F -520 shares

    0.33% of the 13F portfolio, value $2,141,402.

    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 6,363 shares
    Change vs previous 13F -27 shares

    0.35% of the 13F portfolio, value $2,475,144.

    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 6,390 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,589,229.

    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).