Position in V
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$919,138
+$146,613 QoQ
Shares Held
2,679
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#3,034
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Lee Financial Co holds $3,225,901 across 3 Credit Services names. V ranks #3 (28.5% of the industry book) .
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,138 | 2,679 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $772,525 | 2,556 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $998,822 | 2,848 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,123,140 | 3,290 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $988,104 | 2,783 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,022,992 | 2,919 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,072,955 | 3,395 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $925,756 | 3,367 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $846,202 | 3,224 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $965,337 | 3,459 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $843,273 | 3,239 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $407,347 | 1,771 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $453,586 | 1,910 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $390,044 | 1,730 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $437,749 | 2,107 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $378,571 | 2,131 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $321,126 | 1,631 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $339,972 | 1,533 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $359,088 | 1,657 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $335,907 | 1,508 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $352,366 | 1,507 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $311,666 | 1,472 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $343,843 | 1,572 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $314,352 | 1,572 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $303,663 | 1,572 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $253,280 | 1,572 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||