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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

PG holding history

Procter & Gamble Co 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.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of PG by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,914−100.0%Sold outHolders
Q3 20251,914$294.2K<0.1%+592+44.8%AddedHolders
Q2 20251,322$210.6K<0.1%−314−19.2%ReducedHolders
Q1 20251,636$278.8K<0.1%−427−20.7%ReducedHolders
Q4 20242,063$345.9K<0.1%+330+19.0%AddedHolders
Q3 20241,733$300.2K<0.1%−493−22.1%ReducedHolders
Q2 20242,226$367.1K0.1%−40−1.8%ReducedHolders
Q1 20242,266$367.7K0.1%−18−0.8%ReducedHolders
Q4 20232,284$334.7K0.1%+130+6.0%AddedHolders
Q3 20232,154$314.2K0.1%+30+1.4%AddedHolders
Q2 20232,124$322.3K0.1%−182−7.9%ReducedHolders
Q1 20232,306$342.9K0.1%+118+5.4%AddedHolders
Q4 20222,188$331.6K0.1%00.0%UnchangedHolders
Q3 20222,188$276.0K0.1%+239+12.3%AddedHolders
Q2 20221,949$280.0K0.1%+37+1.9%AddedHolders
Q1 20221,912$292.0K0.1%−443−18.8%ReducedHolders
Q4 20212,355$385.0K0.1%+788+50.3%AddedHolders
Q3 20211,567$219.0K<0.1%−280−15.2%ReducedHolders
Q2 20211,847$249.0K0.1%−208−10.1%ReducedHolders
Q1 20212,055$278.0K0.1%––Holders

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