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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of DFS by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−45−100.0%Sold outHolders
Q3 202345$3.90K<0.1%00.0%UnchangedHolders
Q2 202345$5.26K<0.1%−127−73.8%ReducedHolders
Q1 2023172$17.0K<0.1%+123+251.0%AddedHolders
Q4 202249$4.79K<0.1%+17+53.1%AddedHolders
Q3 202232$3.00K<0.1%+32NewHolders
Q2 20220$00.0%−31−100.0%Sold outHolders
Q1 202231$3.00K<0.1%−26−45.6%ReducedHolders
Q4 202157$6.00K<0.1%+5+9.6%AddedHolders
Q3 202152$6.00K<0.1%+31+147.6%AddedHolders
Q2 202121$2.00K<0.1%+21NewHolders