Lee Financial Co

Position in PAA — Plains All American Pipeline LP

CIK 1391166 Dallas, TX

Position in PAA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$489,185

-$1,538 QoQ

Shares Held

21,976

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#208

of 419 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Energy · as of Jun 30, 2026

Lee Financial Co holds $10,829,613 across 12 Oil & Gas Midstream names. PAA ranks #7 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	21,862	$1,900,681
2	EPD	Enterprise Products Partners L.P.	51,357	$1,887,883
3	WMB	Williams Companies, Inc.	22,883	$1,701,121
4	VNOM	Viper Energy, Inc.	33,218	$1,408,443
5	ENB	Enbridge Inc	19,668	$1,066,201
6	ET	Energy Transfer LP	40,304	$770,612
7	PAA	Plains All American Pipeline LP This page	21,976	$489,185
8	MPLX	Mplx LP	7,778	$438,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,185	21,976	0.0%	Shares	Sole	2026-07-22
2026-03-31	$490,723	21,976	0.0%	Shares	Sole	2026-04-13
2025-12-31	$394,688	21,976	-20.3%	Shares	Sole	2026-01-22
2025-09-30	$470,599	27,585	+25.5%	Shares	Sole	2025-11-04
2025-06-30	$402,600	21,976	+3.8%	Shares	Other	2025-07-24
2025-03-31	$423,540	21,177	-51.7%	Shares	Sole	2025-05-13
2024-12-31	$749,384	43,875	+7.8%	Shares	Sole	2025-01-30
2024-09-30	$707,045	40,705	+115.2%	Shares	Sole	2024-11-14
2024-06-30	$337,785	18,913	0.0%	Shares	Sole	2024-08-14
2024-03-31	$332,112	18,913	0.0%	Shares	Sole	2024-05-15
2023-12-31	$286,531	18,913	0.0%	Shares	Sole	2024-02-08
2023-09-30	$289,746	18,913	0.0%	Shares	Sole	2023-11-09
2023-06-30	$266,672	18,913	0.0%	Shares	Sole	2023-08-08
2023-03-31	$235,844	18,913	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$227,120	19,313	0.0%	Shares	Sole	2023-02-09
2022-09-30	$203,172	19,313	+10.2%	Shares	Sole	2022-11-02
2022-06-30	$172,065	17,522	0.0%	Shares	Sole	2022-08-10
2022-03-31	$188,536	17,522	+7.4%	Shares	Other	2022-05-11
2021-12-31	$152,447	16,322	+5.9%	Shares	Other	2022-02-08
2021-09-30	$156,750	15,413	0.0%	Shares	Other	2021-11-12
2021-06-30	$175,091	15,413	-30.3%	Shares	Other	2021-08-04
2021-03-31	$201,227	22,113	+4.1%	Shares	Other	2021-05-13
2020-12-31	$175,024	21,241	+5.6%	Shares	Other	2021-02-12
2020-09-30	$120,268	20,112	0.0%	Shares	Other	2020-11-03
2020-06-30	$177,789	20,112	+35.0%	Shares	Other	2020-08-11
2020-03-31	$78,671	14,900	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.