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Disclosery

Lee Financial Co: PAA position timeline

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

Lee Financial Co held 21,976 PAA 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 21,976 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $489,187.

    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 21,976 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $490,725.

    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 21,976 shares
    Change vs previous 13F -5,609 shares

    0.05% of the 13F portfolio, value $394,690.

    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 27,585 shares
    Change vs previous 13F +5,609 shares

    0.06% of the 13F portfolio, value $470,601.

    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 21,976 shares
    Change vs previous 13F +799 shares

    0.06% of the 13F portfolio, value $402,602.

    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 21,177 shares
    Change vs previous 13F -22,698 shares

    0.06% of the 13F portfolio, value $423,540.

    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 43,875 shares
    Change vs previous 13F +3,170 shares

    0.11% of the 13F portfolio, value $749,386.

    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 40,705 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $707,047.

    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).