Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

WRK holding history

WestRock 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of WRK by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−49−100.0%	Sold out	Holders
Q4 2022	49	$1.72K	<0.1%	+49	New	Holders
Q3 2022	0	$0	0.0%	−43−100.0%	Sold out	Holders
Q2 2022	43	$2.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	43	$2.00K	<0.1%	+43	New	Holders