Skip to content
Disclosery

Lee Financial Co: MSFT position timeline

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

Lee Financial Co held 13,998 MSFT 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 13,998 shares
    Change vs previous 13F +80 shares

    0.67% of the 13F portfolio, value $5,221,386.

    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 13,918 shares
    Change vs previous 13F -1,439 shares

    0.73% of the 13F portfolio, value $5,152,014.

    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 15,357 shares
    Change vs previous 13F -2,985 shares

    1% of the 13F portfolio, value $7,426,915.

    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 18,342 shares
    Change vs previous 13F +2,381 shares

    1.19% of the 13F portfolio, value $9,500,297.

    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 15,961 shares
    Change vs previous 13F +1,165 shares

    1.14% of the 13F portfolio, value $7,939,302.

    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 14,796 shares
    Change vs previous 13F -2,263 shares

    0.85% of the 13F portfolio, value $5,554,286.

    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 17,059 shares
    Change vs previous 13F -29 shares

    1.01% of the 13F portfolio, value $7,190,390.

    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 17,088 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,353,057.

    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).