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Disclosery

Lee Financial Co: LUV position timeline

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

Lee Financial Co held 6,954 LUV 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 6,954 shares
    Change vs previous 13F -2,127 shares

    0.05% of the 13F portfolio, value $359,155.

    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 9,081 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $342,710.

    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 9,077 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $376,688.

    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 9,097 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $290,273.

    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 9,097 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $296,656.

    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 9,040 shares
    Change vs previous 13F -273 shares

    0.05% of the 13F portfolio, value $305,112.

    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 9,313 shares
    Change vs previous 13F -3,445 shares

    0.04% of the 13F portfolio, value $314,686.

    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 12,758 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $378,035.

    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).