| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 23.8% |
| ISHARES TR | 28 | Q3 2023 | 16.8% |
| ISHARES TR | 28 | Q3 2023 | 9.3% |
| ISHARES TR | 28 | Q3 2023 | 6.7% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 6.0% |
| ISHARES TR | 28 | Q3 2023 | 4.3% |
| SPDR GOLD TRUST | 28 | Q3 2023 | 7.7% |
| ISHARES TR | 28 | Q3 2023 | 6.2% |
| ISHARES TR | 28 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.2% |
View Lee Financial Co's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Lee Financial Co | January 24, 2019 | 162,211 | 4.6% |
| Lee Financial CORP | December 24, 2008 | 846,295,768 | 4.9% |
View Lee Financial Co's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-08 |
View Lee Financial Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.