Lee Financial Co

CIK 0001391166 • 7 13F filings • May 13, 2025 – Oct 16, 2026

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=jivedata("lee-financial-co","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

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No holdings data for this filing. Run the 13f-holdings-enricher to populate.

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001172661-26-004575	—	View
Jan 22, 2026	Q4 2025	13F-HR	0001172661-26-000266	$741.2M	View
Nov 4, 2025	Q3 2025