Lee Financial Co
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 800,874
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 154 | 800,874 | 13F-HR | Lee Financial Co |
| 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 | 187.7 K | 23.4% | 0 | 2.155 K | -2.155 K |
| ETFs | 611.1 K | 76.3% | 19.94 K | 0 | 19.94 K |
| Debt | 1.669 K | 0.2% | 0 | 24 | -24 |
| Other | 452 | 0.1% | 0 | 2 | -2 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
800,874
Holdings
154
QoQ value change ($000)
17,759
(2.3%)
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.