Lee Financial Co
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 783,115
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 162 | 783,115 | 13F-HR | Lee Financial Co |
| Q1 2026 | 4/13/2026 | 145 | 708,782 | 13F-HR | Lee Financial Co |
| Q4 2025 | 1/22/2026 | 142 | 741,181 | 13F-HR | Lee Financial Co |
| Q3 2025 | 11/4/2025 | 182 | 797,434 | 13F-HR | Lee Financial Co |
| Q2 2025 | 7/24/2025 | 145 | 697,258 | 13F-HR | Lee Financial Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 189.9 K | 24.2% | 11.76 K | 0 | 11.76 K |
| ETFs | 591.1 K | 75.5% | 63.28 K | 0 | 63.28 K |
| Debt | 1.693 K | 0.2% | 0 | 4 | -4 |
| Other | 454 | 0.1% | 0 | 701 | -701 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
783,115
Holdings
162
QoQ value change ($000)
74,333
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.