Lee Financial Co
- SEC CIK
- 0001391166
- Latest filing
- Jul 22, 2026
SPGI holding history
S&P Global 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.
SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −2,024−100.0% | Sold out | Holders |
| Q4 2024 | 2,024 | $1.01M | 0.1% | −31−1.5% | Reduced | Holders |
| Q3 2024 | 2,055 | $1.06M | 0.2% | −633−23.5% | Reduced | Holders |
| Q2 2024 | 2,688 | $1.20M | 0.2% | −149−5.3% | Reduced | Holders |
| Q1 2024 | 2,837 | $1.21M | 0.2% | −18−0.6% | Reduced | Holders |
| Q4 2023 | 2,855 | $1.26M | 0.2% | −2−0.1% | Reduced | Holders |
| Q3 2023 | 2,857 | $1.04M | 0.2% | −199−6.5% | Reduced | Holders |
| Q2 2023 | 3,056 | $1.23M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 3,056 | $1.05M | 0.2% | +645+26.8% | Added | Holders |
| Q4 2022 | 2,411 | $807.5K | 0.1% | +2,382+8,213.8% | Added | Holders |
| Q3 2022 | 29 | $9.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 29 | $10.0K | <0.1% | +29 | New | Holders |