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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

DIS holding history

Walt Disney Co 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of DIS by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,969−100.0%Sold outHolders
Q1 20241,969$240.9K<0.1%00.0%UnchangedHolders
Q4 20231,969$178.3K<0.1%−156−7.3%ReducedHolders
Q3 20232,125$172.2K<0.1%+33+1.6%AddedHolders
Q2 20232,092$186.8K<0.1%00.0%UnchangedHolders
Q1 20232,092$209.5K<0.1%−102−4.6%ReducedHolders
Q4 20222,194$190.6K<0.1%−19−0.9%ReducedHolders
Q3 20222,213$209.0K<0.1%+590+36.4%AddedHolders
Q2 20221,623$154.0K<0.1%+91+5.9%AddedHolders
Q1 20221,532$210.0K<0.1%−5−0.3%ReducedHolders
Q4 20211,537$238.0K<0.1%+47+3.2%AddedHolders
Q3 20211,490$252.0K0.1%00.0%UnchangedHolders
Q2 20211,490$262.0K0.1%−10−0.7%ReducedHolders
Q1 20211,500$277.0K0.1%––Holders

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