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Livermore
Livermore
ZHEN

Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
698
Value
$652.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of COST by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026698$652.9K0.1%−33−4.5%ReducedHolders
Q1 2026731$728.0K0.1%−376−34.0%ReducedHolders
Q4 20251,107$954.9K0.1%−207−15.8%ReducedHolders
Q3 20251,314$1.22M0.2%+81+6.6%AddedHolders
Q2 20251,233$1.22M0.2%+90+7.9%AddedHolders
Q1 20251,143$1.08M0.2%−109−8.7%ReducedHolders
Q4 20241,252$1.15M0.2%−3−0.2%ReducedHolders
Q3 20241,255$1.11M0.2%−212−14.5%ReducedHolders
Q2 20241,467$1.25M0.2%−385−20.8%ReducedHolders
Q1 20241,852$1.36M0.2%−36−1.9%ReducedHolders
Q4 20231,888$1.25M0.2%+1,067+130.0%AddedHolders
Q3 2023821$464.1K0.1%+28+3.5%AddedHolders
Q2 2023793$427.0K0.1%−330−29.4%ReducedHolders
Q1 20231,123$558.2K0.1%−271−19.4%ReducedHolders
Q4 20221,394$636.4K0.1%+400+40.2%AddedHolders
Q3 2022994$469.0K0.1%+440+79.4%AddedHolders
Q2 2022554$266.0K<0.1%−37−6.3%ReducedHolders
Q1 2022591$340.0K0.1%+7+1.2%AddedHolders
Q4 2021584$332.0K0.1%+40+7.4%AddedHolders
Q3 2021544$244.0K0.1%−111−16.9%ReducedHolders
Q2 2021655$259.0K0.1%00.0%UnchangedHolders
Q1 2021655$231.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.