Lee Financial’s Iveda Solutions IVDA Stock Holding History

Lee Financial’s Portfolio IVDA Stock Details IVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30,000	Closed	-$40.2K	–	162
2025 Q3	$40.2K	Buy	+30,000	New	+$54.1K	0.01%	181
2025 Q1	–	Sell	-30,000	Closed	-$148K	–	161
2024 Q4	$148K	Hold	30,000	–	–	0.02%	176
2024 Q3	$50.1K	Buy	+30,000	New	+$92.9K	0.01%	179
2023 Q1	–	Sell	-3,750	Closed	-$16.6K	–	877
2022 Q4	$16.6K	Hold	3,750	–	–	﹤0.01%	378
2022 Q3	$20K	Hold	3,750	–	–	﹤0.01%	331
2022 Q2	$37K	Buy	+3,750	New	+$52.6K	0.01%	266

Other funds holding IVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Lee Financial's IVDA Position: Q4 2025 in Review

Lee Financial sold out of Iveda Solutions (IVDA) in Q4 2025, closing a stake of 30,000 shares — an estimated $40.2K sold.

Lee Financial first reported a position in IVDA in Q2 2022 and held it in 6 quarters. The position peaked at $148K in Q4 2024. 13 funds tracked by Wall St. Rank hold IVDA as of Q4 2025.

Lee Financial reported no remaining Iveda Solutions position as of Q4 2025 after selling out during the quarter.
Lee Financial sold 30,000 Iveda Solutions shares in Q4 2025, an estimated $40.2K.
Lee Financial first reported a position in Iveda Solutions in Q2 2022 and held it in 6 quarters.
Lee Financial's Iveda Solutions position peaked at $148K in Q4 2024.
13 funds tracked by Wall St. Rank held Iveda Solutions as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.