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Disclosery

Lee Financial Co: LLY position timeline

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

Lee Financial Co held 1,668 LLY 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 1,668 shares
    Change vs previous 13F -50 shares

    0.26% of the 13F portfolio, value $2,000,651.

    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 1,718 shares
    Change vs previous 13F -28 shares

    0.22% of the 13F portfolio, value $1,580,166.

    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 1,746 shares
    Change vs previous 13F -648 shares

    0.25% of the 13F portfolio, value $1,876,392.

    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 2,394 shares
    Change vs previous 13F +652 shares

    0.23% of the 13F portfolio, value $1,826,622.

    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 1,742 shares
    Change vs previous 13F -25 shares

    0.19% of the 13F portfolio, value $1,357,942.

    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 1,767 shares
    Change vs previous 13F -650 shares

    0.22% of the 13F portfolio, value $1,459,384.

    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 2,417 shares
    Change vs previous 13F +110 shares

    0.26% of the 13F portfolio, value $1,865,924.

    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 2,307 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,043,865.

    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).