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Disclosery

Lee Financial Co: SCHA position timeline

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

Lee Financial Co held 119,612 SCHA 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 119,612 shares
    Change vs previous 13F +5,701 shares

    0.55% of the 13F portfolio, value $4,321,582.

    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 113,911 shares
    Change vs previous 13F +4,202 shares

    0.47% of the 13F portfolio, value $3,312,524.

    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 109,709 shares
    Change vs previous 13F +984 shares

    0.42% of the 13F portfolio, value $3,124,516.

    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 108,725 shares
    Change vs previous 13F +5,047 shares

    0.38% of the 13F portfolio, value $3,033,431.

    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 103,678 shares
    Change vs previous 13F +3,636 shares

    0.38% of the 13F portfolio, value $2,623,046.

    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 100,042 shares
    Change vs previous 13F +6,890 shares

    0.36% of the 13F portfolio, value $2,343,989.

    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 93,152 shares
    Change vs previous 13F +46,275 shares

    0.34% of the 13F portfolio, value $2,408,915.

    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 46,877 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,414,186.

    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).