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Disclosery

Lee Financial Co: IEFA position timeline

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

Lee Financial Co held 24,806 IEFA 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 24,806 shares
    Change vs previous 13F +148 shares

    0.31% of the 13F portfolio, value $2,395,764.

    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 24,658 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,232,289.

    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 24,658 shares
    Change vs previous 13F -1,408 shares

    0.3% of the 13F portfolio, value $2,205,905.

    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 26,066 shares
    Change vs previous 13F -750 shares

    0.29% of the 13F portfolio, value $2,275,823.

    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 26,816 shares
    Change vs previous 13F -25 shares

    0.32% of the 13F portfolio, value $2,238,600.

    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 26,841 shares
    Change vs previous 13F +25 shares

    0.31% of the 13F portfolio, value $2,030,522.

    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 26,816 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,884,629.

    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 26,816 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,092,989.

    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).