Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

RMR holding history

RMR Group 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of RMR by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q4 2023	100	$2.82K	<0.1%	+100	New	Holders
Q2 2023	0	$0	0.0%	−66−100.0%	Sold out	Holders
Q1 2023	66	$1.73K	<0.1%	+66	New	Holders