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Disclosery

Lee Financial Co: MUB position timeline

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

Lee Financial Co held 2,807 MUB 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 2,807 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $302,090.

    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 2,807 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $297,964.

    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 2,737 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $293,161.

    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 2,734 shares
    Change vs previous 13F -2,473 shares

    0.04% of the 13F portfolio, value $291,144.

    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 5,207 shares
    Change vs previous 13F -525 shares

    0.08% of the 13F portfolio, value $544,028.

    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 5,732 shares
    Change vs previous 13F +148 shares

    0.09% of the 13F portfolio, value $604,383.

    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 5,584 shares
    Change vs previous 13F +294 shares

    0.08% of the 13F portfolio, value $594,976.

    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 5,290 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $574,653.

    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).