Lee, Kelleher & Klein Wealth Management: DES position timeline

Lee, Kelleher & Klein Wealth Management held 167,110 DES shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 167,110 shares

   Change vs previous 13F +4,962 shares

   3.26% of the 13F portfolio, value $6,333,465.

   13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
   Accepted 2026-10-08 12:24:56 UTC, ingested 2026-10-08 12:25:53 UTC

2. period ended2026-06-30

   13F 162,148 shares

   Change vs previous 13F -591 shares

   3.45% of the 13F portfolio, value $6,596,185.

   13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 162,739 shares

   Change vs previous 13F +8,914 shares

   3.48% of the 13F portfolio, value $5,848,843.

   13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 153,825 shares

   Change vs previous 13F +3,977 shares

   3.07% of the 13F portfolio, value $5,145,450.

   13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 149,848 shares

   Change vs previous 13F +6,345 shares

   3.11% of the 13F portfolio, value $5,046,884.

   13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 143,503 shares

   Change vs previous 13F +6,764 shares

   3.03% of the 13F portfolio, value $4,557,659.

   13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 136,739 shares

   Change vs previous 13F +3,340 shares

   3.22% of the 13F portfolio, value $4,370,178.

   13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 133,399 shares

   Change vs previous 13F not available

   3.26% of the 13F portfolio, value $4,582,256.

   13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).