Lee Financial Co

13F Filings History

Latest 13F report
Q2 2025 - Jul 24, 2025
Value $
$697M
Signature - Title
Patricia Stoll - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Lee Financial Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lee Financial Co reported 145 stock holdings with total value $697M as of Q2 2025. Top holdings included IVV, IJH, FNDX, BRKB, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 865 $537M +$16.8M -$35.4M -$18.6M IVV, IJH, FNDX, BRKB, IJR 13F-HR 11/9/2023, 04:15 PM
Q2 2023 776 $571M +$33.9M -$66.2M -$32.2M IVV, IJH, FNDX, BRKB, IJR 13F-HR 8/8/2023, 05:12 PM
Q1 2023 784 $583M +$38M -$44.9M -$6.83M IVV, IJH, FNDX, BRKB, FNDF 13F-HR 5/15/2023, 11:50 AM
Q4 2022 928 $586M +$28.7M -$15M +$13.6M IVV, IJH, FNDX, FNDF, BRKB 13F-HR 2/9/2023, 11:28 AM
Q3 2022 684 $533M +$23.9M -$4.29M +$19.6M IVV, IJH, FNDX, FNDF, SHY 13F-HR 11/1/2022, 05:56 PM
Q2 2022 729 $541M +$83.6M -$21.1M +$62.5M IVV, IJH, FNDF, FNDX, BRKB 13F-HR 8/10/2022, 03:54 PM
Q1 2022 707 $558M +$89.9M -$52.9M +$37M IJH, IVV, FNDF, FNDX, BRKB 13F-HR 5/11/2022, 04:54 PM
Q4 2021 804 $532M +$28.2M -$7.62M +$20.6M IJH, IVV, FNDE, FNDX, BRKB 13F-HR 2/8/2022, 12:28 PM
Q3 2021 682 $483M +$26.5M -$8.69M +$17.8M IJH, IVV, FNDE, FNDX, BRKB 13F-HR 11/10/2021, 05:53 PM
Q2 2021 656 $471M +$39.6M -$14.3M +$25.3M IJH, IVV, FNDE, BRKB, GLD 13F-HR 8/4/2021, 04:32 PM
Q1 2021 473 $422M +$31.4M -$19.7M +$11.7M IJH, IVV, FNDE, GLD, BRKB 13F-HR 5/13/2021, 02:56 PM
Q4 2020 452 $385M +$12.2M -$16.9M -$4.73M IJH, IVV, GLD, FNDE, BRKB 13F-HR 2/12/2021, 12:35 PM
Q3 2020 515 $358M +$28.8M -$39.9M -$11.1M IJH, IVV, GLD, FNDE, MTUM 13F-HR 11/2/2020, 05:00 PM
Q2 2020 499 $360M +$62.1M -$54.3M +$7.8M IJH, IVV, GLD, STIP, FNDE 13F-HR 8/11/2020, 01:04 PM
Q1 2020 461 $301M +$16.5M -$71.7M -$55.2M IJH, STIP, IVV, FNDE, AGG 13F-HR 5/6/2020, 06:07 PM
Q4 2019 481 $463M +$25.5M -$25.3M +$173K IJH, STIP, IVV, FNDE, ISTB 13F-HR 2/14/2020, 12:23 PM
Q3 2019 493 $444M +$24.3M -$13.2M +$11M IJH, STIP, IVV, ISTB, IEV 13F-HR 11/8/2019, 02:26 PM
Q2 2019 503 $443M +$12.3M -$2.73M +$9.56M IJH, STIP, IVV, ISTB, IEV 13F-HR 7/30/2019, 11:53 AM
Q1 2019 495 $427M +$30M -$13.7M +$16.3M IJH, STIP, IVV, ISTB, IEV 13F-HR 4/30/2019, 04:27 PM
Q4 2018 427 $373M +$56.9M -$36.1M +$20.9M IJH, STIP, ISTB, IVV, IEV 13F-HR 2/11/2019, 08:40 AM
Q3 2018 452 $407M +$12.5M -$25.2M -$12.7M IJH, STIP, IJR, IEUS, ISTB 13F-HR 11/7/2018, 10:34 AM
Q2 2018 753 $424M +$42.4M -$15.9M +$26.5M IJH, STIP, IJR, IEUS, ISTB 13F-HR 8/14/2018, 04:47 PM
Q1 2018 721 $394M +$82.5M -$21.7M +$60.8M IJH, STIP, IJR, AGG, IEUS 13F-HR 5/9/2018, 01:12 PM
Q4 2017 457 $344M +$37.6M -$11.6M +$26M IJH, AGG, IJR, STIP, EMB 13F-HR 2/9/2018, 11:17 AM
Q3 2017 459 $310M +$48M -$10.9M +$37.1M IJH, IJR, EMB, STIP, IEUS 13F-HR 11/6/2017, 04:46 PM
Q2 2017 482 $272M +$26.2M -$4M +$22.2M IJH, IJR, STIP, EMB, ISTB 13F-HR 7/27/2017, 03:50 PM
Q1 2017 391 $251M +$79.5M -$6.57M +$72.9M IJH, IJR, STIP, EMB, DVY 13F-HR 5/9/2017, 04:46 PM
Q4 2016 399 $179M IJH, IJR, DVY, EMB, GEXXXX 13F-HR 2/14/2017, 01:48 PM