IP INTL PAPER CO

Ownership history in Lee Financial Co  ·  36 quarters on record

AI Ownership Summary

Lee Financial Co reported INTL PAPER CO (IP) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q2. The latest visible filing shows IP at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lee Financial Co's position in INTL PAPER CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IP was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lee Financial Co held IP — position size vs. price
% of Fund (quarterly)    IP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,779 -95 -0.4% 0.11% $778K 2026-04-13 $36.65
2025 Q4 REDUCED 21,874 -2,992 -12.0% 0.12% $862K 2026-01-22 $41.43
2025 Q3 REDUCED 24,866 -289 -1.1% 0.14% $1.2M 2025-11-04 $35.76
2025 Q2 ADDED 25,155 +6,195 +32.7% 0.17% $1.2M 2025-07-24 $53.08
2025 Q1 ADDED 18,960 +1,511 +8.7% 0.15% $1.0M 2025-05-13 $46.05
2024 Q4 REDUCED 17,449 -266 -1.5% 0.13% $939K 2025-01-30 $54.27
2024 Q3 ADDED 17,715 +17,415 +5805.0% 0.12% $865K 2024-11-14 $53.72
2023 Q4 UNCHANGED 300 0% 0.00% $11K 2024-02-08 $31.82
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lee Financial Co and IP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lee Financial Co reported owning IP?

Lee Financial Co reported IP across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IP position in Lee Financial Co's portfolio?

The largest reported portfolio weight for IP was 0.17% in 2025 Q2.

What is the latest reported IP position on this page?

The most recent filing on this page is 2026 Q1, when Lee Financial Co reported 21,779 shares, equal to 0.11% of portfolio, with an estimated market value of $778K.

What does the chart on this IP ownership page compare?

The chart compares Lee Financial Co's quarterly IP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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