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Disclosery

Lee Financial Co: IVV position timeline

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

Lee Financial Co held 268,900 IVV 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 268,900 shares
    Change vs previous 13F -620 shares

    25.71% of the 13F portfolio, value $201,376,311.

    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 269,520 shares
    Change vs previous 13F -3,532 shares

    24.84% of the 13F portfolio, value $176,053,460.

    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 273,052 shares
    Change vs previous 13F -10,808 shares

    25.23% of the 13F portfolio, value $187,024,491.

    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 283,860 shares
    Change vs previous 13F +8,670 shares

    23.82% of the 13F portfolio, value $189,987,446.

    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 275,190 shares
    Change vs previous 13F +5,867 shares

    24.51% of the 13F portfolio, value $170,865,374.

    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 269,323 shares
    Change vs previous 13F +1,894 shares

    23.12% of the 13F portfolio, value $151,332,689.

    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 267,429 shares
    Change vs previous 13F +2,444 shares

    22.11% of the 13F portfolio, value $157,430,144.

    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 264,985 shares
    Change vs previous 13F not available

    21.71% of the 13F portfolio, value $152,848,606.

    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).