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Disclosery

Lee Financial Co: QQQ position timeline

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

Lee Financial Co held 28,746 QQQ 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 28,746 shares
    Change vs previous 13F -610 shares

    2.71% of the 13F portfolio, value $21,184,977.

    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 29,356 shares
    Change vs previous 13F -1,652 shares

    2.39% of the 13F portfolio, value $16,943,663.

    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 31,008 shares
    Change vs previous 13F -675 shares

    2.57% of the 13F portfolio, value $19,048,329.

    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 31,683 shares
    Change vs previous 13F +782 shares

    2.39% of the 13F portfolio, value $19,036,579.

    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 30,901 shares
    Change vs previous 13F -222 shares

    2.45% of the 13F portfolio, value $17,059,434.

    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 31,123 shares
    Change vs previous 13F -407 shares

    2.23% of the 13F portfolio, value $14,610,154.

    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 31,530 shares
    Change vs previous 13F -66 shares

    2.26% of the 13F portfolio, value $16,119,107.

    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 31,596 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $15,436,146.

    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).