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Disclosery

Lee Financial Co: SCHE position timeline

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

Lee Financial Co held 95,863 SCHE 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 95,863 shares
    Change vs previous 13F -1,820 shares

    0.44% of the 13F portfolio, value $3,475,993.

    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 97,683 shares
    Change vs previous 13F -25 shares

    0.45% of the 13F portfolio, value $3,218,655.

    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 97,708 shares
    Change vs previous 13F -15 shares

    0.43% of the 13F portfolio, value $3,199,937.

    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 97,723 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $3,261,017.

    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 97,708 shares
    Change vs previous 13F +1,730 shares

    0.42% of the 13F portfolio, value $2,944,920.

    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 95,978 shares
    Change vs previous 13F +185 shares

    0.4% of the 13F portfolio, value $2,646,114.

    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 95,793 shares
    Change vs previous 13F -123 shares

    0.36% of the 13F portfolio, value $2,550,968.

    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 95,916 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,798,829.

    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).