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Manager record

Lee Financial Co

Dallas, TX · CIK 1391166 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$800.87MReported 13F valueQ3 2026 · as filed
218Holdings listed
+2.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $697.3M$697.3MQ2 2025208 holdingsQ3 2025: $797.4M$797.4MQ3 2025259 holdingsQ4 2025: $741.2M$741.2MQ4 2025205 holdingsQ1 2026: $708.8M$708.8MQ1 2026211 holdingsQ2 2026: $783.1M$783.1MQ2 2026236 holdingsQ3 2026: $800.9M$800.9MQ3 2026218 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$800.87M · 218 holdings listed · View original SEC filing ↗
Jul 22 2026 13F-HR · period Q2 2026

$783.12M · 236 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$708.78M · 211 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$741.18M · 205 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$797.43M · 259 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$697.26M · 208 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology