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Lee, Kelleher & Klein Wealth Management: GSIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on GSIE, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 30,167 GSIE 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 30,167 shares
    Change vs previous 13F -529 shares

    0.71% of the 13F portfolio, value $1,382,855.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,696 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,402,807.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,696 shares
    Change vs previous 13F +230 shares

    0.79% of the 13F portfolio, value $1,323,918.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,466 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,308,210.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,466 shares
    Change vs previous 13F -101 shares

    0.77% of the 13F portfolio, value $1,252,457.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,567 shares
    Change vs previous 13F -523 shares

    0.81% of the 13F portfolio, value $1,212,287.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,090 shares
    Change vs previous 13F +780 shares

    0.82% of the 13F portfolio, value $1,108,359.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,310 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,010,535.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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