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Disclosery

Lee Financial Co: IVW position timeline

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

Lee Financial Co held 354,953 IVW 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 354,953 shares
    Change vs previous 13F +440 shares

    6.23% of the 13F portfolio, value $48,816,642.

    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 354,513 shares
    Change vs previous 13F -6,838 shares

    5.66% of the 13F portfolio, value $40,098,952.

    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 361,351 shares
    Change vs previous 13F -1,302 shares

    6.01% of the 13F portfolio, value $44,540,170.

    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 362,653 shares
    Change vs previous 13F -1,752 shares

    5.49% of the 13F portfolio, value $43,779,510.

    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 364,405 shares
    Change vs previous 13F +7,204 shares

    5.75% of the 13F portfolio, value $40,120,937.

    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 357,201 shares
    Change vs previous 13F +10,996 shares

    5.06% of the 13F portfolio, value $33,158,999.

    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 346,205 shares
    Change vs previous 13F +6,007 shares

    4.94% of the 13F portfolio, value $35,150,190.

    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 340,198 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $32,573,941.

    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).