Skip to content
Disclosery

Lee Financial Co: IWP position timeline

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

Lee Financial Co held 37,755 IWP 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 37,755 shares
    Change vs previous 13F +242 shares

    0.71% of the 13F portfolio, value $5,527,710.

    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 37,513 shares
    Change vs previous 13F -3,206 shares

    0.68% of the 13F portfolio, value $4,806,166.

    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 40,719 shares
    Change vs previous 13F -1,645 shares

    0.75% of the 13F portfolio, value $5,576,060.

    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 42,364 shares
    Change vs previous 13F -673 shares

    0.76% of the 13F portfolio, value $6,033,058.

    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 43,037 shares
    Change vs previous 13F -1,118 shares

    0.86% of the 13F portfolio, value $5,968,372.

    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 44,155 shares
    Change vs previous 13F -720 shares

    0.79% of the 13F portfolio, value $5,187,771.

    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 44,875 shares
    Change vs previous 13F -585 shares

    0.8% of the 13F portfolio, value $5,687,907.

    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 45,460 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $5,332,004.

    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).