Notify me when Lee Financial Co files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 182 | $797M | +$67.6M | -$16M | +$51.6M | IVV, IJH, FNDX, IVW, BRKB | 13F-HR | 11/4/2025, 09:45 AM |
| Q2 2025 | 145 | $697M | +$21M | -$16.6M | +$4.31M | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 7/24/2025, 10:23 AM |
| Q1 2025 | 145 | $655M | +$8.68M | -$58M | -$49.3M | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 5/13/2025, 02:33 PM |
| Q4 2024 | 182 | $712M | +$65.4M | -$10M | +$55.4M | IVV, IJH, FNDX, BRKB, IVW | 13F-HR | 1/30/2025, 04:12 PM |
| 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 |