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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

MMP holding history

Magellan Midstream Partners, L.P. 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.

MMP overviewAll 13F holders of MMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of MMP by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−6,268−100.0%Sold outHolders
Q2 20236,268$390.6K0.1%+442+7.6%AddedHolders
Q1 20235,826$316.1K0.1%−532−8.4%ReducedHolders
Q4 20226,358$319.2K0.1%00.0%UnchangedHolders
Q3 20226,358$302.0K0.1%00.0%UnchangedHolders
Q2 20226,358$303.0K0.1%00.0%UnchangedHolders
Q1 20226,358$312.0K0.1%+1,517+31.3%AddedHolders
Q4 20214,841$225.0K<0.1%−168−3.4%ReducedHolders
Q3 20215,009$228.0K<0.1%00.0%UnchangedHolders
Q2 20215,009$245.0K0.1%00.0%UnchangedHolders
Q1 20215,009$217.0K0.1%––Holders

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