Lee Financial Co SEC EDGAR Filings (CIK 0001391166)

SEC EDGAR filings, ownership reports, and insider transactions for Lee Financial Co.

Business address
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
Top securities (13F)
IVV, IJH, FNDX, IVW, BRKB, GLD, EMLP, QQQ, AAPL, SHV, SCHM, SCHX, FNDF, IJT, MSFT, DVY, ACWI, IJR, IWP, and AVGO
State of incorporation
TX
Fiscal year end
31 December
Former names
Lee Financial CORP (to 14 Feb 2017)
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Lee Financial Co has filed 44 SEC EDGAR filings since 04 Feb 2008

Latest Filings

Recent SEC filings for Lee Financial Co including 13F-HR, N-PX, SC 13G and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2026 31 Dec 2025 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2025 30 Sep 2025 028-17878
N-PX Open N-PX document View SEC filing for N-PX 26 Aug 2025 30 Jun 2025 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2025 30 Jun 2025 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2025 31 Dec 2024 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-17878
N-PX Open N-PX document View SEC filing for N-PX 13 Sep 2024 30 Jun 2024 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2023 30 Sep 2023 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2023 31 Mar 2023 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2023 31 Dec 2022 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2022 30 Sep 2022 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2022 30 Jun 2022 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2022 31 Mar 2022 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2022 31 Dec 2021 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2021 30 Jun 2021 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2021 31 Mar 2021 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2021 31 Dec 2020 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2020 30 Sep 2020 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2020 30 Jun 2020 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2020 31 Mar 2020 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2019 30 Sep 2019 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2019 30 Jun 2019 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2019 31 Mar 2019 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2019 31 Dec 2018 028-17878
SC 13G Open SC 13G document View SEC filing for SC 13G IEUS 24 Jan 2019 005-83605
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2018 30 Sep 2018 028-17878
SC 13G Open SC 13G document View SEC filing for SC 13G LEE FINANCIAL - 13G IEUS 07 Sep 2018 005-83605
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2018 31 Mar 2018 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2018 31 Dec 2017 028-17878
SC 13G Open SC 13G document View SEC filing for SC 13G LEE FINANCIAL - 2018 13G 24 Jan 2018
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2017 30 Sep 2017 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2017 30 Jun 2017 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2017 31 Mar 2017 028-17878
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2017 31 Dec 2016 028-17878

About this filer

Lee Financial Co files with the SEC under CIK 0001391166. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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