Lee Financial Co
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationdallas, TX
- CIK0001391166
- Alternate namesLee Financial CORP
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
145 | $654.67 M | IVV, IJH, FNDX, BRK.B | 13F-HR | May 13, 2025 | 000117266125001751 | ||
182 | $712.17 M | IVV, IJH, FNDX, BRK.B | 13F-HR | Jan 30, 2025 | 000117266125000432 | ||
183 | $704.16 M | IVV, IJH, FNDX, BRK.B | 13F-HR | Nov 14, 2024 | 000117266124004964 | ||
147 | $613.64 M | IVV, IJH, FNDX, BRK.B | 13F-HR | Aug 14, 2024 | 000117266124003466 | ||
143 | $599.76 M | IVV, IJH, FNDX, BRK.B | 13F-HR | May 15, 2024 | 000117266124002330 | ||
861 | $569.95 M | IVV, IJH, FNDX, BRK.B | 13F-HR | Feb 8, 2024 | 000139116624000003 | ||
836 | $536.72 M | IVV, IJH, FNDX, BRK.B | 13F-HR | Nov 9, 2023 | 000139116623000004 | ||
789 | $571.00 M | IVV, IJH, FNDX, BRK.B | 13F-HR | Aug 8, 2023 | 000139116623000003 | ||
793 | $582.86 M | IVV, IJH, FNDX, BRK.B | 13F-HR | May 15, 2023 | 000139116623000002 | ||
930 | $586.08 M | IVV, IJH, FNDX, FNDF | 13F-HR | Feb 9, 2023 | 000139116623000001 | ||
935 | $534.73 M | IVV, IJH, FNDX, FNDF | 13F-HR | Nov 2, 2022 | 000139116622000004 | ||
1,000 | $545.09 M | IVV, IJH, FNDF, FNDX | 13F-HR | Aug 10, 2022 | 000139116622000003 | ||
779 | $558.80 M | IJH, IVV, FNDF, FNDX | 13F-HR | May 11, 2022 | 000139116622000002 | ||
942 | $532.45 M | IJH, IVV, FNDE, FNDX | 13F-HR | Feb 8, 2022 | 000139116622000001 | ||
716 | $483.41 M | IJH, IVV, FNDE, FNDX | 13F-HR | Nov 12, 2021 | 000139116621000004 | ||
677 | $471.50 M | IJH, IVV, FNDE, BRK.B | 13F-HR | Aug 4, 2021 | 000139116621000003 | ||
493 | $421.75 M | IJH, IVV, FNDE, GQ9 | 13F-HR | May 13, 2021 | 000139116621000002 | ||
488 | $385.55 M | IJH, IVV, GQ9, FNDE | 13F-HR | Feb 12, 2021 | 000139116621000001 | ||
543 | $357.91 M | IJH, IVV, GQ9, FNDE | 13F-HR | Nov 3, 2020 | 000139116620000005 | ||
536 | $360.25 M | IJH, IVV, GQ9, STIP | 13F-HR | Aug 11, 2020 | 000139116620000004 | ||
502 | $301.45 M | IJH, STIP, IVV, FNDE | 13F-HR | May 7, 2020 | 000139116620000003 | ||
513 | $462.88 M | IJH, STIP, IVV, FNDE | 13F-HR | Feb 14, 2020 | 000139116620000001 | ||
524 | $444.55 M | IJH, STIP, IVV, ISTB | 13F-HR | Nov 8, 2019 | 000139116619000006 | ||
534 | $442.83 M | IJH, STIP, IVV, ISTB | 13F-HR | Jul 30, 2019 | 000139116619000005 | ||
525 | $427.20 M | IJH, STIP, IVV, ISTB | 13F-HR | Apr 30, 2019 | 000139116619000003 | ||
459 | $373.16 M | IJH, STIP, ISTB, IVV | 13F-HR | Feb 11, 2019 | 000139116619000002 | ||
476 | $406.77 M | IJH, STIP, IJR, IEUS | 13F-HR | Nov 7, 2018 | 000139116618000006 | ||
796 | $424.29 M | IJH, STIP, IJR, IEUS | 13F-HR | Aug 14, 2018 | 000139116618000004 | ||
779 | $394.13 M | IJH, STIP, IJR, AGG | 13F-HR | May 9, 2018 | 000139116618000003 | ||
487 | $344.22 M | IJH, AGG, IJR, STIP | 13F-HR | Feb 9, 2018 | 000139116618000002 | ||
497 | $309.94 M | IJH, IJR, EMB, STIP | 13F-HR | Nov 7, 2017 | 000139116617000005 | ||
513 | $271.69 M | IJH, IJR, STIP, EMB | 13F-HR | Jul 27, 2017 | 000139116617000004 | ||
420 | $250.90 M | IJH, IJR, STIP, EMB | 13F-HR | May 9, 2017 | 000139116617000003 | ||
437 | $178.64 M | IJH, IJR, DVY, EMB | 13F-HR | Feb 14, 2017 | 000139116617000002 |