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Disclosery

Lee Financial Co: SHV position timeline

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

Lee Financial Co held 106,073 SHV 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 106,073 shares
    Change vs previous 13F -3,048 shares

    1.49% of the 13F portfolio, value $11,705,156.

    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 109,121 shares
    Change vs previous 13F -38,703 shares

    1.7% of the 13F portfolio, value $12,045,868.

    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 147,824 shares
    Change vs previous 13F -52,483 shares

    2.2% of the 13F portfolio, value $16,282,814.

    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 200,307 shares
    Change vs previous 13F +28,470 shares

    2.78% of the 13F portfolio, value $22,131,921.

    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 171,837 shares
    Change vs previous 13F -7,557 shares

    2.72% of the 13F portfolio, value $18,974,242.

    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 179,394 shares
    Change vs previous 13F -42,043 shares

    3.03% of the 13F portfolio, value $19,815,862.

    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 221,437 shares
    Change vs previous 13F -2,872 shares

    3.42% of the 13F portfolio, value $24,382,429.

    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 224,309 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $24,815,305.

    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).