Skip to content
Disclosery

Lee Financial Co: PM position timeline

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

Lee Financial Co held 15,014 PM 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 15,014 shares
    Change vs previous 13F +539 shares

    0.35% of the 13F portfolio, value $2,719,763.

    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 14,475 shares
    Change vs previous 13F -75 shares

    0.34% of the 13F portfolio, value $2,396,853.

    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 14,550 shares
    Change vs previous 13F -2,108 shares

    0.32% of the 13F portfolio, value $2,337,377.

    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 16,658 shares
    Change vs previous 13F +293 shares

    0.34% of the 13F portfolio, value $2,701,928.

    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 16,365 shares
    Change vs previous 13F +1,416 shares

    0.43% of the 13F portfolio, value $2,983,828.

    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 14,949 shares
    Change vs previous 13F -1,859 shares

    0.36% of the 13F portfolio, value $2,376,132.

    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 16,808 shares
    Change vs previous 13F -275 shares

    0.28% of the 13F portfolio, value $2,026,638.

    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 17,083 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,077,401.

    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).