Notify me when Lee Financial Co files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 142 | $741,180,925 | +$14,638,444 | -$83,458,481 | -$68,820,037 | IVV, IJH, FNDX, IVW, BRKB | 13F-HR | 22 Jan 2026, 14:54 |
| Q3 2025 | 182 | $797,433,925 | +$67,569,281 | -$15,956,081 | +$51,613,200 | IVV, IJH, FNDX, IVW, BRKB | 13F-HR | 04 Nov 2025, 09:45 |
| Q2 2025 | 145 | $697,258,429 | +$20,960,243 | -$16,647,030 | +$4,313,213 | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 24 Jul 2025, 10:23 |
| Q1 2025 | 145 | $654,674,962 | +$8,682,944 | -$57,960,719 | -$49,277,775 | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 13 May 2025, 14:33 |
| Q4 2024 | 182 | $712,166,369 | +$65,379,707 | -$10,006,331 | +$55,373,376 | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 30 Jan 2025, 16:12 |
| Q3 2024 | 183 | $704,155,247 | +$69,058,557 | -$14,482,155 | +$54,576,402 | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 14 Nov 2024, 12:59 |
| Q2 2024 | 147 | $613,642,920 | +$25,399,669 | -$17,068,543 | +$8,331,126 | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 14 Aug 2024, 10:47 |
| Q1 2024 | 143 | $599,759,624 | +$80,837,575 | -$38,840,600 | +$41,996,975 | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 15 May 2024, 09:05 |
| Q4 2023 | 861 | $569,946,424 | +$21,329,253 | -$34,679,531 | -$13,350,278 | IVV, IJH, FNDX, BRKB, EMLP | 13F-HR | 08 Feb 2024, 16:15 |
| Q3 2023 | 835 | $536,716,309 | +$16,776,471 | -$35,422,826 | -$18,646,355 | IVV, IJH, FNDX, BRKB, IJR | 13F-HR | 09 Nov 2023, 16:15 |
| Q2 2023 | 779 | $570,997,807 | +$33,948,554 | -$70,802,549 | -$36,853,995 | IVV, IJH, FNDX, BRKB, IJR | 13F-HR | 08 Aug 2023, 17:12 |
| Q1 2023 | 788 | $582,857,573 | +$38,025,385 | -$61,588,727 | -$23,563,342 | IVV, IJH, FNDX, BRKB, FNDF | 13F-HR | 15 May 2023, 11:50 |
| Q4 2022 | 928 | $586,075,608 | +$28,676,233 | -$25,383,505 | +$3,292,728 | IVV, IJH, FNDX, FNDF, BRKB | 13F-HR | 09 Feb 2023, 12:28 |
| Q3 2022 | 838 | $534,572,000 | +$23,978,639 | -$5,015,738 | +$18,962,901 | IVV, IJH, FNDX, FNDF, SHY | 13F-HR | 01 Nov 2022, 17:56 |
| Q2 2022 | 863 | $544,942,000 | +$83,640,768 | -$21,763,129 | +$61,877,639 | IVV, IJH, FNDF, FNDX, BRKB | 13F-HR | 10 Aug 2022, 15:54 |
| Q1 2022 | 750 | $558,745,000 | +$89,890,260 | -$56,111,220 | +$33,779,040 | IJH, IVV, FNDF, FNDX, BRKB | 13F-HR | 11 May 2022, 16:54 |
| Q4 2021 | 912 | $532,335,000 | +$28,574,674 | -$10,097,288 | +$18,477,386 | IJH, IVV, FNDE, FNDX, BRKB | 13F-HR | 08 Feb 2022, 13:28 |
| Q3 2021 | 694 | $483,380,000 | +$26,513,214 | -$8,683,221 | +$17,829,993 | IJH, IVV, FNDE, FNDX, BRKB | 13F-HR | 10 Nov 2021, 17:53 |
| Q2 2021 | 662 | $471,482,000 | +$39,621,479 | -$14,297,299 | +$25,324,180 | IJH, IVV, FNDE, BRKB, GLD | 13F-HR | 04 Aug 2021, 16:32 |
| Q1 2021 | 479 | $421,735,000 | +$31,385,137 | -$19,748,263 | +$11,636,874 | IJH, IVV, FNDE, GLD, BRKB | 13F-HR | 13 May 2021, 14:56 |
| Q4 2020 | 469 | $385,532,000 | +$12,210,933 | -$22,783,927 | -$10,572,994 | IJH, IVV, GLD, FNDE, BRKB | 13F-HR | 12 Feb 2021, 13:35 |
| Q3 2020 | 526 | $357,894,000 | +$28,827,399 | -$40,288,991 | -$11,461,592 | IJH, IVV, GLD, FNDE, MTUM | 13F-HR | 02 Nov 2020, 18:00 |
| Q2 2020 | 521 | $360,226,000 | +$62,042,161 | -$54,710,297 | +$7,331,864 | IJH, IVV, GLD, STIP, FNDE | 13F-HR | 11 Aug 2020, 13:04 |
| Q1 2020 | 479 | $301,428,000 | +$16,502,509 | -$72,490,030 | -$55,987,521 | IJH, STIP, IVV, FNDE, AGG | 13F-HR | 06 May 2020, 18:07 |
| Q4 2019 | 497 | $462,863,000 | +$25,500,928 | -$28,055,455 | -$2,554,527 | IJH, STIP, IVV, FNDE, ISTB | 13F-HR | 14 Feb 2020, 13:23 |
| Q3 2019 | 508 | $444,529,000 | +$24,267,945 | -$20,024,965 | +$4,242,980 | IJH, STIP, IVV, ISTB, IEV | 13F-HR | 08 Nov 2019, 15:26 |
| Q2 2019 | 517 | $442,816,000 | +$12,297,151 | -$3,090,176 | +$9,206,975 | IJH, STIP, IVV, ISTB, IEV | 13F-HR | 30 Jul 2019, 11:53 |
| Q1 2019 | 510 | $427,183,000 | +$29,976,532 | -$14,281,594 | +$15,694,938 | IJH, STIP, IVV, ISTB, IEV | 13F-HR | 30 Apr 2019, 16:27 |
| Q4 2018 | 433 | $373,149,000 | +$56,932,194 | -$40,622,890 | +$16,309,304 | IJH, STIP, ISTB, IVV, IEV | 13F-HR | 11 Feb 2019, 09:40 |
| Q3 2018 | 458 | $406,763,000 | +$12,514,219 | -$36,765,409 | -$24,251,190 | IJH, STIP, IJR, IEUS, ISTB | 13F-HR | 07 Nov 2018, 11:34 |
| Q2 2018 | 777 | $424,255,000 | +$42,409,092 | -$20,517,039 | +$21,892,053 | IJH, STIP, IJR, IEUS, ISTB | 13F-HR | 14 Aug 2018, 16:47 |
| Q1 2018 | 747 | $394,093,000 | +$82,758,266 | -$29,205,195 | +$53,553,071 | IJH, STIP, IJR, AGG, IEUS | 13F-HR | 09 May 2018, 13:12 |
| Q4 2017 | 465 | $344,209,000 | +$37,603,090 | -$12,946,372 | +$24,656,718 | IJH, AGG, IJR, STIP, EMB | 13F-HR | 09 Feb 2018, 12:17 |
| Q3 2017 | 475 | $309,756,000 | +$48,006,090 | -$16,394,599 | +$31,611,491 | IJH, IJR, EMB, STIP, IEUS | 13F-HR | 06 Nov 2017, 17:46 |
| Q2 2017 | 497 | $271,508,000 | +$25,920,086 | -$6,584,803 | +$19,335,283 | IJH, IJR, STIP, EMB, ISTB | 13F-HR | 27 Jul 2017, 15:50 |
| Q1 2017 | 401 | $250,886,000 | +$79,476,597 | -$8,726,753 | +$70,749,844 | IJH, IJR, STIP, EMB, DVY | 13F-HR | 09 May 2017, 16:46 |
| Q4 2016 | 415 | $178,414,000 | $0 | $0 | $0 | IJH, IJR, DVY, EMB, GE | 13F-HR | 14 Feb 2017, 14:48 |