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Disclosery

Lee Financial Co: IJH position timeline

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

Lee Financial Co held 1,336,250 IJH 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 1,336,250 shares
    Change vs previous 13F -63,635 shares

    13.16% of the 13F portfolio, value $103,038,257.

    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 1,399,885 shares
    Change vs previous 13F +4,456 shares

    13.34% of the 13F portfolio, value $94,534,214.

    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 1,395,429 shares
    Change vs previous 13F +31,075 shares

    12.43% of the 13F portfolio, value $92,098,305.

    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 1,364,354 shares
    Change vs previous 13F +66,216 shares

    11.17% of the 13F portfolio, value $89,037,761.

    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 1,298,138 shares
    Change vs previous 13F +23,366 shares

    11.55% of the 13F portfolio, value $80,510,498.

    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 1,274,772 shares
    Change vs previous 13F -11,277 shares

    11.36% of the 13F portfolio, value $74,382,926.

    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 1,286,049 shares
    Change vs previous 13F +2,787 shares

    11.25% of the 13F portfolio, value $80,133,719.

    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 1,283,262 shares
    Change vs previous 13F not available

    11.36% of the 13F portfolio, value $79,972,910.

    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).