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Disclosery

Lee Financial Co: WMT position timeline

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

Lee Financial Co held 14,380 WMT 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 14,380 shares
    Change vs previous 13F -163 shares

    0.21% of the 13F portfolio, value $1,628,641.

    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 14,543 shares
    Change vs previous 13F -54 shares

    0.26% of the 13F portfolio, value $1,809,913.

    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 14,597 shares
    Change vs previous 13F -1,320 shares

    0.22% of the 13F portfolio, value $1,626,226.

    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 15,917 shares
    Change vs previous 13F +1,138 shares

    0.21% of the 13F portfolio, value $1,640,381.

    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 14,779 shares
    Change vs previous 13F +838 shares

    0.21% of the 13F portfolio, value $1,445,080.

    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 13,941 shares
    Change vs previous 13F -157 shares

    0.19% of the 13F portfolio, value $1,226,052.

    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 14,098 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $1,275,849.

    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 14,088 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,137,599.

    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).