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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

GS holding history

Goldman Sachs Group Inc 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
218
Value
$220.4K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of GS by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026218$220.4K<0.1%+218NewHolders
Q4 20250$00.0%−253−100.0%Sold outHolders
Q3 2025253$201.1K<0.1%+253NewHolders
Q1 20240$00.0%−301−100.0%Sold outHolders
Q4 2023301$116.0K<0.1%+38+14.4%AddedHolders
Q3 2023263$85.2K<0.1%+7+2.7%AddedHolders
Q2 2023256$82.4K<0.1%+9+3.6%AddedHolders
Q1 2023247$80.8K<0.1%+195+375.0%AddedHolders
Q4 202252$17.9K<0.1%00.0%UnchangedHolders
Q3 202252$16.0K<0.1%00.0%UnchangedHolders
Q2 202252$16.0K<0.1%+17+48.6%AddedHolders
Q1 202235$12.0K<0.1%−5−12.5%ReducedHolders
Q4 202140$15.0K<0.1%+5+14.3%AddedHolders
Q3 202135$13.0K<0.1%00.0%UnchangedHolders
Q2 202135$13.0K<0.1%−156−81.7%ReducedHolders
Q1 2021191$63.0K<0.1%––Holders

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