Position in ARES
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$847,402
+$399,002 QoQ
Shares Held
7,613
+85.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#415
of 804 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lee Financial Co holds $2,703,238 across 3 Asset Management names. ARES ranks #2 (31.3% of the industry book) .
All Filings in ARES
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,402 | 7,613 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $448,400 | 4,110 | Shares | Other | 2026-04-13 | |
| 2023-12-31 | $951 | 8 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $822 | 8 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $770 | 8 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $667 | 8 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,916 | 28 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $1,610 | 26 | Shares | Other | 2022-11-02 | |
| 2021-12-31 | $1,625 | 20 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||