Lee Financial Co

Q2 2025 13F Holdings

Location
Dallas, TX
Holdings as of
6/30/2025
Value ($000)
$697,258
Num holdings
145
Date filed
7/24/2025
Form type
13F-HR
Prev filing
5/13/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type