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Disclosery

Lee Financial Co: IEMG position timeline

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

Lee Financial Co held 15,746 IEMG 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 15,746 shares
    Change vs previous 13F +79 shares

    0.17% of the 13F portfolio, value $1,304,368.

    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 15,667 shares
    Change vs previous 13F +43 shares

    0.15% of the 13F portfolio, value $1,092,778.

    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 15,624 shares
    Change vs previous 13F -674 shares

    0.14% of the 13F portfolio, value $1,050,250.

    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 16,298 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $1,074,355.

    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 16,267 shares
    Change vs previous 13F +181 shares

    0.14% of the 13F portfolio, value $976,500.

    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 16,086 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $868,160.

    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 16,286 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $850,453.

    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 16,284 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $934,887.

    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).