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Disclosery

Lee Financial Co: SCHF position timeline

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

Lee Financial Co held 70,759 SCHF 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 70,759 shares
    Change vs previous 13F -2,507 shares

    0.25% of the 13F portfolio, value $1,960,036.

    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 73,266 shares
    Change vs previous 13F -312 shares

    0.26% of the 13F portfolio, value $1,813,344.

    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 73,578 shares
    Change vs previous 13F -3,473 shares

    0.24% of the 13F portfolio, value $1,768,825.

    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 77,051 shares
    Change vs previous 13F -2,055 shares

    0.22% of the 13F portfolio, value $1,793,757.

    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 79,106 shares
    Change vs previous 13F -184 shares

    0.25% of the 13F portfolio, value $1,748,252.

    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 79,290 shares
    Change vs previous 13F -3,099 shares

    0.24% of the 13F portfolio, value $1,568,365.

    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 82,389 shares
    Change vs previous 13F +41,244 shares

    0.21% of the 13F portfolio, value $1,524,204.

    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 41,145 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,691,898.

    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).