Skip to content
Disclosery

Lee Financial Co: IWF position timeline

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

Lee Financial Co held 8,908 IWF 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 8,908 shares
    Change vs previous 13F +6,681 shares

    0.14% of the 13F portfolio, value $1,106,107.

    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 2,227 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $949,593.

    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 2,219 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,050,253.

    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 2,219 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,039,402.

    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 2,219 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $942,144.

    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 2,219 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $801,259.

    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 2,219 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $891,107.

    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 2,219 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $832,969.

    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).