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Disclosery

Lee Financial Co: IBM position timeline

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

Lee Financial Co held 1,613 IBM 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 1,613 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $453,669.

    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 1,602 shares
    Change vs previous 13F +655 shares

    0.05% of the 13F portfolio, value $388,309.

    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 947 shares
    Change vs previous 13F -292 shares

    0.04% of the 13F portfolio, value $280,511.

    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 1,239 shares
    Change vs previous 13F +129 shares

    0.04% of the 13F portfolio, value $349,597.

    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 1,110 shares
    Change vs previous 13F -537 shares

    0.05% of the 13F portfolio, value $327,206.

    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 1,647 shares
    Change vs previous 13F -254 shares

    0.06% of the 13F portfolio, value $409,544.

    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 1,901 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $417,897.

    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 1,898 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $419,610.

    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).