Skip to content
Disclosery

Lee Financial Co: WTRG position timeline

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

Lee Financial Co held 27,016 WTRG 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 27,016 shares
    Change vs previous 13F -93 shares

    0.13% of the 13F portfolio, value $1,034,984.

    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 27,109 shares
    Change vs previous 13F -112 shares

    0.15% of the 13F portfolio, value $1,091,681.

    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 27,221 shares
    Change vs previous 13F -3,283 shares

    0.14% of the 13F portfolio, value $1,044,198.

    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 30,504 shares
    Change vs previous 13F +3,838 shares

    0.15% of the 13F portfolio, value $1,217,110.

    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 26,666 shares
    Change vs previous 13F +2,510 shares

    0.14% of the 13F portfolio, value $990,376.

    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 24,156 shares
    Change vs previous 13F -3,000 shares

    0.15% of the 13F portfolio, value $954,887.

    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 27,156 shares
    Change vs previous 13F -435 shares

    0.14% of the 13F portfolio, value $986,307.

    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 27,591 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,064,186.

    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).