Lee-kelleher Wealth Management Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationfulton, MD
- CIK0002063827
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
40 | $162.36 M | IVV, DLN, SPY, IVW | 13F-HR | Oct 23, 2025 | 000206382725000004 | ||
39 | $150.51 M | IVV, DLN, IVW, SPY | 13F-HR | Jul 14, 2025 | 000206382725000003 | ||
36 | $135.93 M | DLN, IVV, SPY, IVW | 13F-HR | May 8, 2025 | 000206382725000002 | ||
40 | $140.43 M | IVV, DLN, SPY, IVW | 13F-HR | Apr 17, 2025 | 000108514625002176 |