Lee Financial Co
- SEC CIK
- 0001391166
- Latest filing
- Jul 22, 2026
LEO holding history
BNY Mellon Strategic Municipals, 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.
LEO overviewAll 13F holders of LEOFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −38,206−100.0% | Sold out | Holders |
| Q3 2025 | 38,206 | $239.7K | <0.1% | +38,206 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −38,070−100.0% | Sold out | Holders |
| Q4 2024 | 38,070 | $229.9K | <0.1% | +58+0.2% | Added | Holders |
| Q3 2024 | 38,012 | $248.2K | <0.1% | +38,012 | New | Holders |