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Disclosery

Lee Financial Co: IJR position timeline

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

Lee Financial Co held 47,787 IJR 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 47,787 shares
    Change vs previous 13F -185 shares

    0.91% of the 13F portfolio, value $7,087,327.

    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 47,972 shares
    Change vs previous 13F +1,042 shares

    0.84% of the 13F portfolio, value $5,963,374.

    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 46,930 shares
    Change vs previous 13F -658 shares

    0.76% of the 13F portfolio, value $5,640,090.

    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 47,588 shares
    Change vs previous 13F +1,094 shares

    0.71% of the 13F portfolio, value $5,654,898.

    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 46,494 shares
    Change vs previous 13F +1,423 shares

    0.73% of the 13F portfolio, value $5,081,339.

    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 45,071 shares
    Change vs previous 13F +2,393 shares

    0.72% of the 13F portfolio, value $4,713,038.

    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 42,678 shares
    Change vs previous 13F +913 shares

    0.69% of the 13F portfolio, value $4,917,334.

    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 41,765 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,884,799.

    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).