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Livermore
Livermore
ZHEN

Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

EPD holding history

Enterprise Products Partners L.P. 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.

EPD overviewAll 13F holders of EPDFull Q2 2026 holdings

Shares (Q2 2026)
51,357
Value
$1.89M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of EPD by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,357$1.89M0.2%−400−0.8%ReducedHolders
Q1 202651,757$1.96M0.3%+166+0.3%AddedHolders
Q4 202551,591$1.65M0.2%−11,452−18.2%ReducedHolders
Q3 202563,043$1.97M0.2%+11,492+22.3%AddedHolders
Q2 202551,551$1.60M0.2%+500+1.0%AddedHolders
Q1 202551,051$1.74M0.3%−13,518−20.9%ReducedHolders
Q4 202464,569$2.02M0.3%+876+1.4%AddedHolders
Q3 202463,693$1.85M0.3%+13,753+27.5%AddedHolders
Q2 202449,940$1.45M0.2%+600+1.2%AddedHolders
Q1 202449,340$1.44M0.2%+887+1.8%AddedHolders
Q4 202348,453$1.28M0.2%00.0%UnchangedHolders
Q3 202348,453$1.33M0.2%+724+1.5%AddedHolders
Q2 202347,729$1.26M0.2%+3,286+7.4%AddedHolders
Q1 202344,443$1.15M0.2%+389+0.9%AddedHolders
Q4 202244,054$1.06M0.2%00.0%UnchangedHolders
Q3 202244,054$1.05M0.2%−875−1.9%ReducedHolders
Q2 202244,929$1.09M0.2%−1,275−2.8%ReducedHolders
Q1 202246,204$1.19M0.2%+3,823+9.0%AddedHolders
Q4 202142,381$930.0K0.2%−507−1.2%ReducedHolders
Q3 202142,888$929.0K0.2%−1,092−2.5%ReducedHolders
Q2 202143,980$1.06M0.2%00.0%UnchangedHolders
Q1 202143,980$969.0K0.2%––Holders

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