Lee Financial Co
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 708,782
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 178.1 K | 25.1% | 0 | 173.1 K | -173.1 K |
| ETFs | 527.8 K | 74.5% | 140.7 K | 0 | 140.7 K |
| Debt | 1.697 K | 0.2% | 334 | 0 | 334 |
| Other | 1.155 K | 0.2% | 0 | 313 | -313 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
708,782
Holdings
145
QoQ value change ($000)
-32,399
(-4.4%)
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.