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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

SPG holding history

Simon Property 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of SPG by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−506−100.0%Sold outHolders
Q4 2023506$72.2K<0.1%+453+854.7%AddedHolders
Q3 202353$5.73K<0.1%00.0%UnchangedHolders
Q2 202353$6.12K<0.1%−27−33.8%ReducedHolders
Q1 202380$8.96K<0.1%−6−7.0%ReducedHolders
Q4 202286$10.1K<0.1%−24−21.8%ReducedHolders
Q3 2022110$10.0K<0.1%+55+100.0%AddedHolders
Q2 202255$5.00K<0.1%−59−51.8%ReducedHolders
Q1 2022114$15.0K<0.1%−35−23.5%ReducedHolders
Q4 2021149$24.0K<0.1%00.0%UnchangedHolders
Q3 2021149$19.0K<0.1%+81+119.1%AddedHolders
Q2 202168$9.00K<0.1%+68NewHolders