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Disclosery

Lee Financial Co: SCHM position timeline

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

Lee Financial Co held 317,055 SCHM 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 317,055 shares
    Change vs previous 13F -133 shares

    1.49% of the 13F portfolio, value $11,689,827.

    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 317,188 shares
    Change vs previous 13F -5,936 shares

    1.39% of the 13F portfolio, value $9,820,126.

    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 323,124 shares
    Change vs previous 13F -5,088 shares

    1.31% of the 13F portfolio, value $9,716,336.

    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 328,212 shares
    Change vs previous 13F -2,175 shares

    1.22% of the 13F portfolio, value $9,728,199.

    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 330,387 shares
    Change vs previous 13F +6,718 shares

    1.33% of the 13F portfolio, value $9,267,350.

    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 323,669 shares
    Change vs previous 13F -5,978 shares

    1.3% of the 13F portfolio, value $8,480,126.

    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 329,647 shares
    Change vs previous 13F +218,748 shares

    1.28% of the 13F portfolio, value $9,134,524.

    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 110,899 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $9,214,616.

    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).