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Disclosery

Lee Financial Co: SCHX position timeline

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

Lee Financial Co held 340,795 SCHX 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 340,795 shares
    Change vs previous 13F -3,818 shares

    1.28% of the 13F portfolio, value $10,029,597.

    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 344,613 shares
    Change vs previous 13F -10,586 shares

    1.25% of the 13F portfolio, value $8,835,878.

    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 355,199 shares
    Change vs previous 13F -143 shares

    1.29% of the 13F portfolio, value $9,558,406.

    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 355,342 shares
    Change vs previous 13F +8,614 shares

    1.17% of the 13F portfolio, value $9,359,709.

    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 346,728 shares
    Change vs previous 13F +2,455 shares

    1.22% of the 13F portfolio, value $8,474,033.

    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 344,273 shares
    Change vs previous 13F -4,977 shares

    1.16% of the 13F portfolio, value $7,601,548.

    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 349,250 shares
    Change vs previous 13F +231,028 shares

    1.14% of the 13F portfolio, value $8,095,615.

    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 118,222 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $8,021,363.

    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).