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Disclosery

Lee Financial Co: OWL position timeline

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

Lee Financial Co held 66,598 OWL 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 66,598 shares
    Change vs previous 13F -227 shares

    0.07% of the 13F portfolio, value $582,733.

    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 66,825 shares
    Change vs previous 13F -356 shares

    0.09% of the 13F portfolio, value $610,113.

    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 67,181 shares
    Change vs previous 13F +10,701 shares

    0.14% of the 13F portfolio, value $1,003,685.

    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 56,480 shares
    Change vs previous 13F +25,785 shares

    0.12% of the 13F portfolio, value $956,208.

    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 30,695 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $589,652.

    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).