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Disclosery

Lee Financial Co: ORI position timeline

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

Lee Financial Co held 33,450 ORI 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 33,450 shares
    Change vs previous 13F +56 shares

    0.17% of the 13F portfolio, value $1,368,775.

    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 33,394 shares
    Change vs previous 13F -149 shares

    0.19% of the 13F portfolio, value $1,332,422.

    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 33,543 shares
    Change vs previous 13F -4,154 shares

    0.21% of the 13F portfolio, value $1,530,904.

    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 37,697 shares
    Change vs previous 13F -476 shares

    0.2% of the 13F portfolio, value $1,600,993.

    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 38,173 shares
    Change vs previous 13F +3,569 shares

    0.21% of the 13F portfolio, value $1,467,371.

    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 34,604 shares
    Change vs previous 13F -2,005 shares

    0.21% of the 13F portfolio, value $1,357,170.

    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 36,609 shares
    Change vs previous 13F -590 shares

    0.19% of the 13F portfolio, value $1,324,880.

    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 37,199 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,317,589.

    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).