Lee Financial Co

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$704M
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 183 stock holdings with total value $704M as of Q3 2024. Top holdings included IVV, IJH, FNDX, BRKB, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 183 $704M +$69.1M -$14.5M +$54.6M IVV, IJH, FNDX, BRKB, IVW 13F-HR 11/14/2024, 12:59 PM
Q2 2024 147 $614M +$25.4M -$17.1M +$8.33M IVV, IJH, FNDX, BRKB, IVW 13F-HR 8/14/2024, 10:47 AM
Q1 2024 143 $600M +$80.8M -$38.8M +$42M IVV, IJH, FNDX, BRKB, IVW 13F-HR 5/15/2024, 09:05 AM
Q4 2023 861 $570M +$21.3M -$34.7M -$13.4M IVV, IJH, FNDX, BRKB, EMLP 13F-HR 2/8/2024, 04:15 PM
Q3 2023 835 $537M +$16.8M -$35.4M -$18.6M IVV, IJH, FNDX, BRKB, IJR 13F-HR 11/9/2023, 04:15 PM
Q2 2023 779 $571M +$33.9M -$70.8M -$36.9M IVV, IJH, FNDX, BRKB, IJR 13F-HR 8/8/2023, 05:12 PM
Q1 2023 788 $583M +$38M -$61.6M -$23.6M IVV, IJH, FNDX, BRKB, FNDF 13F-HR 5/15/2023, 11:50 AM
Q4 2022 928 $586M +$28.7M -$25.4M +$3.29M IVV, IJH, FNDX, FNDF, BRKB 13F-HR 2/9/2023, 12:28 PM
Q3 2022 838 $535M +$24M -$5.02M +$19M IVV, IJH, FNDX, FNDF, SHY 13F-HR 11/1/2022, 05:56 PM
Q2 2022 863 $545M +$83.6M -$21.8M +$61.9M IVV, IJH, FNDF, FNDX, BRKB 13F-HR 8/10/2022, 03:54 PM
Q1 2022 750 $559M +$89.9M -$56.1M +$33.8M IJH, IVV, FNDF, FNDX, BRKB 13F-HR 5/11/2022, 04:54 PM
Q4 2021 912 $532M +$28.6M -$10.1M +$18.5M IJH, IVV, FNDE, FNDX, BRKB 13F-HR 2/8/2022, 01:28 PM
Q3 2021 694 $483M +$26.5M -$8.68M +$17.8M IJH, IVV, FNDE, FNDX, BRKB 13F-HR 11/10/2021, 05:53 PM
Q2 2021 662 $471M +$39.6M -$14.3M +$25.3M IJH, IVV, FNDE, BRKB, GLD 13F-HR 8/4/2021, 04:32 PM
Q1 2021 479 $422M +$31.4M -$19.7M +$11.6M IJH, IVV, FNDE, GLD, BRKB 13F-HR 5/13/2021, 02:56 PM
Q4 2020 469 $386M +$12.2M -$22.8M -$10.6M IJH, IVV, GLD, FNDE, BRKB 13F-HR 2/12/2021, 01:35 PM
Q3 2020 526 $358M +$28.8M -$40.3M -$11.5M IJH, IVV, GLD, FNDE, MTUM 13F-HR 11/2/2020, 06:00 PM
Q2 2020 521 $360M +$62M -$54.7M +$7.33M IJH, IVV, GLD, STIP, FNDE 13F-HR 8/11/2020, 01:04 PM
Q1 2020 479 $301M +$16.5M -$72.5M -$56M IJH, STIP, IVV, FNDE, AGG 13F-HR 5/6/2020, 06:07 PM
Q4 2019 497 $463M +$25.5M -$28.1M -$2.55M IJH, STIP, IVV, FNDE, ISTB 13F-HR 2/14/2020, 01:23 PM
Q3 2019 508 $445M +$24.3M -$20M +$4.24M IJH, STIP, IVV, ISTB, IEV 13F-HR 11/8/2019, 03:26 PM
Q2 2019 517 $443M +$12.3M -$3.09M +$9.21M IJH, STIP, IVV, ISTB, IEV 13F-HR 7/30/2019, 11:53 AM
Q1 2019 510 $427M +$30M -$14.3M +$15.7M IJH, STIP, IVV, ISTB, IEV 13F-HR 4/30/2019, 04:27 PM
Q4 2018 433 $373M +$56.9M -$40.6M +$16.3M IJH, STIP, ISTB, IVV, IEV 13F-HR 2/11/2019, 09:40 AM
Q3 2018 458 $407M +$12.5M -$36.8M -$24.3M IJH, STIP, IJR, IEUS, ISTB 13F-HR 11/7/2018, 11:34 AM
Q2 2018 777 $424M +$42.4M -$20.5M +$21.9M IJH, STIP, IJR, IEUS, ISTB 13F-HR 8/14/2018, 04:47 PM
Q1 2018 747 $394M +$82.8M -$29.2M +$53.6M IJH, STIP, IJR, AGG, IEUS 13F-HR 5/9/2018, 01:12 PM
Q4 2017 465 $344M +$37.6M -$12.9M +$24.7M IJH, AGG, IJR, STIP, EMB 13F-HR 2/9/2018, 12:17 PM
Q3 2017 475 $310M +$48M -$16.4M +$31.6M IJH, IJR, EMB, STIP, IEUS 13F-HR 11/6/2017, 05:46 PM
Q2 2017 497 $272M +$25.9M -$6.58M +$19.3M IJH, IJR, STIP, EMB, ISTB 13F-HR 7/27/2017, 03:50 PM
Q1 2017 401 $251M +$79.5M -$8.73M +$70.7M IJH, IJR, STIP, EMB, DVY 13F-HR 5/9/2017, 04:46 PM
Q4 2016 415 $178M $0 $0 IJH, IJR, DVY, EMB, GE 13F-HR 2/14/2017, 02:48 PM