Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

JLS holding history

Nuveen Mortgage & Income Fund 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.

JLS overview All 13F holders of JLS Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of JLS by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−1,000−100.0%	Sold out	Holders
Q3 2022	1,000	$16.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	1,000	$17.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	1,000	$18.0K	<0.1%	+1,000	New	Holders