Position in LIN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$541,369
-$540,808 QoQ
Shares Held
1,092
-57.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Lee Financial Co holds $927,913 across 1 Specialty Chemicals name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
3,165 | $927,913 |
All Filings in LIN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,369 | 1,092 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,082,177 | 2,538 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,413,600 | 2,976 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,352,645 | 2,883 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,209,266 | 2,597 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $1,255,590 | 2,999 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,456,806 | 3,055 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,264,650 | 2,882 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,518,326 | 3,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,356,574 | 3,303 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,235,457 | 3,318 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,353,214 | 3,551 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,657,415 | 4,663 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||