Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

XM holding history

Qualtrics International 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of XM by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−111−100.0%	Sold out	Holders
Q1 2023	111	$1.98K	<0.1%	+111	New	Holders
Q1 2022	0	$0	0.0%	−21−100.0%	Sold out	Holders
Q4 2021	21	$1.00K	<0.1%	+21	New	Holders