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Disclosery

Lee Financial Co: XLE position timeline

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

Lee Financial Co held 78,982 XLE 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 78,982 shares
    Change vs previous 13F -3,353 shares

    0.54% of the 13F portfolio, value $4,194,737.

    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 82,335 shares
    Change vs previous 13F -26,285 shares

    0.71% of the 13F portfolio, value $5,043,818.

    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 108,620 shares
    Change vs previous 13F +32,523 shares

    0.66% of the 13F portfolio, value $4,856,386.

    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 76,097 shares
    Change vs previous 13F -64,054 shares

    0.85% of the 13F portfolio, value $6,798,482.

    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 140,151 shares
    Change vs previous 13F -69,832 shares

    1.7% of the 13F portfolio, value $11,886,244.

    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 209,983 shares
    Change vs previous 13F +1,208 shares

    3% of the 13F portfolio, value $19,622,897.

    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 208,775 shares
    Change vs previous 13F +2,252 shares

    2.51% of the 13F portfolio, value $17,883,635.

    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 206,523 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $18,132,712.

    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).