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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

UPST holding history

Upstart Holdings, 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.

UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings

Shares (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2021
Holdings of UPST by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−6−100.0%Sold outHolders
Q3 20216$2.00K<0.1%+6NewHolders