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Disclosery

Lee Financial Co: SHY position timeline

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

Lee Financial Co held 9,045 SHY 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 9,045 shares
    Change vs previous 13F -1,162 shares

    0.09% of the 13F portfolio, value $742,685.

    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 10,207 shares
    Change vs previous 13F -1,687 shares

    0.12% of the 13F portfolio, value $842,792.

    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 11,894 shares
    Change vs previous 13F -2,422 shares

    0.13% of the 13F portfolio, value $985,062.

    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 14,316 shares
    Change vs previous 13F -1,806 shares

    0.15% of the 13F portfolio, value $1,187,656.

    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 16,122 shares
    Change vs previous 13F -786 shares

    0.19% of the 13F portfolio, value $1,335,869.

    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 16,908 shares
    Change vs previous 13F -2,271 shares

    0.21% of the 13F portfolio, value $1,398,799.

    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 19,179 shares
    Change vs previous 13F -3,075 shares

    0.22% of the 13F portfolio, value $1,572,295.

    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 22,254 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,850,421.

    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).