Ownership history in Lee Financial Co · 37 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in ISHARES TR (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 41,345 | -1,225 | -2.9% | 0.79% | $5.8M | $141.49 |
| 2025 Q3 | ADDED | 42,570 | +760 | +1.8% | 0.74% | $5.9M | $137.04 |
| 2025 Q2 | ADDED | 41,810 | +742 | +1.8% | 0.77% | $5.4M | $127.48 |
| 2025 Q1 | ADDED | 41,068 | +584 | +1.4% | 0.73% | $4.8M | $114.49 |
| 2024 Q4 | REDUCED | 40,484 | -162 | -0.4% | 0.67% | $4.8M | $115.58 |
| 2024 Q3 | ADDED | 40,646 | +419 | +1.0% | 0.69% | $4.9M | $116.58 |
| 2024 Q2 | ADDED | 40,227 | +951 | +2.4% | 0.74% | $4.5M | $109.60 |
| 2024 Q1 | ADDED | 39,276 | +1,238 | +3.3% | 0.72% | $4.3M | $106.50 |
| 2023 Q4 | ADDED | 38,038 | +288 | +0.8% | 0.68% | $3.9M | $98.41 |
| 2023 Q3 | ADDED | 37,750 | +2,662 | +7.6% | 0.65% | $3.5M | $88.48 |
As of 2025 Q4 — sorted by position size