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Disclosery

Lee Financial Co: IJT position timeline

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

Lee Financial Co held 4,925 IJT 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 4,925 shares
    Change vs previous 13F -1,707 shares

    0.11% of the 13F portfolio, value $879,605.

    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 6,632 shares
    Change vs previous 13F -49,045 shares

    0.14% of the 13F portfolio, value $959,717.

    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 55,677 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $7,859,366.

    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).