Lee-Financial-Co

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
206
Total Value
654674962
Accession Number
0001172661-25-001751
Form Type
13F-HR
Manager Name
Lee-Financial-Co
Data Enrichment
88% identified
181 identified25 unidentified

Holdings

206 positions • $654.7M total value
Manager:
Search and click to pin securities to the top
Page 8 of 8
Oncology Institute, Inc.
Shares:81.4K
Value:$92.8K
% of Portfolio:0.0% ($92.8K/$654.7M)
APARTMENT INVESTMENT & MANAGEMENT CO
Shares:10.0K
Value:$88.0K
% of Portfolio:0.0% ($88.0K/$654.7M)
Taysha Gene Therapies, Inc.
Shares:20.0K
Value:$27.8K
% of Portfolio:0.0% ($27.8K/$654.7M)
G6333L200
Shares:16.0K
Value:$19.7K
% of Portfolio:0.0% ($19.7K/$654.7M)
Greenland Technologies Holding Corp.
Shares:10.5K
Value:$18.4K
% of Portfolio:0.0% ($18.4K/$654.7M)