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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of IT by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−65−100.0%Sold outHolders
Q3 202265$18.0K<0.1%00.0%UnchangedHolders
Q2 202265$16.0K<0.1%00.0%UnchangedHolders
Q1 202265$19.0K<0.1%00.0%UnchangedHolders
Q4 202165$22.0K<0.1%−20−23.5%ReducedHolders
Q3 202185$26.0K<0.1%−25−22.7%ReducedHolders
Q2 2021110$27.0K<0.1%−5−4.3%ReducedHolders
Q1 2021115$21.0K<0.1%––Holders

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