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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

IVZ holding history

Invesco Ltd. 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.

IVZ overviewAll 13F holders of IVZFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of IVZ by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−185−100.0%Sold outHolders
Q4 2023185$3.30K<0.1%+185NewHolders
Q1 20230$00.0%−14−100.0%Sold outHolders
Q4 202214$252<0.1%00.0%UnchangedHolders
Q3 202214$00.0%00.0%UnchangedHolders
Q2 202214$00.0%+14NewHolders
Q4 20210$00.0%−202−100.0%Sold outHolders
Q3 2021202$5.00K<0.1%+1+0.5%AddedHolders
Q2 2021201$5.00K<0.1%+201NewHolders