Lee Financial Co

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$712M
Signature - Title
Patricia Stoll - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Lee Financial Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lee Financial Co reported 182 stock holdings with total value $712M as of Q4 2024. Top holdings included IVV, IJH, FNDX, BRKB, and IVW.
Holdings Value