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Disclosery

Lee Financial Co: VTI position timeline

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

Lee Financial Co held 10,064 VTI 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 10,064 shares
    Change vs previous 13F -5 shares

    0.48% of the 13F portfolio, value $3,724,083.

    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 10,069 shares
    Change vs previous 13F +32 shares

    0.46% of the 13F portfolio, value $3,230,236.

    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 10,037 shares
    Change vs previous 13F -245 shares

    0.45% of the 13F portfolio, value $3,365,105.

    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 10,282 shares
    Change vs previous 13F +132 shares

    0.42% of the 13F portfolio, value $3,379,547.

    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 10,150 shares
    Change vs previous 13F +50 shares

    0.44% of the 13F portfolio, value $3,090,273.

    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 10,100 shares
    Change vs previous 13F -74 shares

    0.42% of the 13F portfolio, value $2,775,884.

    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 10,174 shares
    Change vs previous 13F +184 shares

    0.41% of the 13F portfolio, value $2,948,527.

    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 9,990 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,833,919.

    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).