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Disclosery

Lee Financial Co: SCZ position timeline

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

Lee Financial Co held 19,245 SCZ 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 19,245 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,583,287.

    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 19,245 shares
    Change vs previous 13F -365 shares

    0.21% of the 13F portfolio, value $1,509,001.

    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 19,610 shares
    Change vs previous 13F -910 shares

    0.21% of the 13F portfolio, value $1,520,364.

    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 20,520 shares
    Change vs previous 13F -260 shares

    0.2% of the 13F portfolio, value $1,574,295.

    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 20,780 shares
    Change vs previous 13F +60 shares

    0.22% of the 13F portfolio, value $1,510,291.

    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 20,720 shares
    Change vs previous 13F -46 shares

    0.2% of the 13F portfolio, value $1,316,342.

    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 20,766 shares
    Change vs previous 13F -1,898 shares

    0.18% of the 13F portfolio, value $1,261,535.

    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 22,664 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,534,353.

    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).