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Disclosery

Lee Financial Co: SCI position timeline

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

Lee Financial Co held 14,503 SCI 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 14,503 shares
    Change vs previous 13F -50 shares

    0.14% of the 13F portfolio, value $1,101,649.

    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 14,553 shares
    Change vs previous 13F -76 shares

    0.17% of the 13F portfolio, value $1,200,769.

    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 14,629 shares
    Change vs previous 13F -1,772 shares

    0.15% of the 13F portfolio, value $1,140,624.

    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 16,401 shares
    Change vs previous 13F -219 shares

    0.17% of the 13F portfolio, value $1,364,892.

    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 16,620 shares
    Change vs previous 13F +1,603 shares

    0.19% of the 13F portfolio, value $1,352,869.

    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 15,017 shares
    Change vs previous 13F -1,814 shares

    0.18% of the 13F portfolio, value $1,204,364.

    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 16,831 shares
    Change vs previous 13F -240 shares

    0.19% of the 13F portfolio, value $1,343,451.

    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 17,071 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,347,415.

    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).