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Disclosery

Lee Financial Co: TSLA position timeline

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

Lee Financial Co held 1,009 TSLA 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 1,009 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $424,387.

    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 1,028 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $382,160.

    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 1,024 shares
    Change vs previous 13F -3,975 shares

    0.06% of the 13F portfolio, value $460,514.

    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 4,999 shares
    Change vs previous 13F +3,593 shares

    0.28% of the 13F portfolio, value $2,223,074.

    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 1,406 shares
    Change vs previous 13F -89 shares

    0.06% of the 13F portfolio, value $446,631.

    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 1,495 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $387,445.

    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 1,421 shares
    Change vs previous 13F +180 shares

    0.08% of the 13F portfolio, value $573,858.

    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 1,241 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $324,684.

    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).