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LEE DANNER & BASS INC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEE DANNER & BASS INC on IVV, newest first. How the timeline and the estimate are built.

LEE DANNER & BASS INC held 2,849 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,849 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $2,133,819.

    13F-HR 0000939219-26-000007 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,944 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,923,252.

    13F-HR 0000939219-26-000004 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,944 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,016,675.

    13F-HR 0000939219-26-000002 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,944 shares
    Change vs previous 13F +637 shares

    0.14% of the 13F portfolio, value $1,970,626.

    13F-HR 0000939219-25-000011 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,307 shares
    Change vs previous 13F -86 shares

    0.11% of the 13F portfolio, value $1,432,608.

    13F-HR 0000939219-25-000008 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,393 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $1,344,800.

    13F-HR 0000939219-25-000006 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,403 shares
    Change vs previous 13F +1,682 shares

    0.11% of the 13F portfolio, value $1,414,780.

    13F-HR 0000939219-25-000004 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 721 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $416,000.

    13F-HR 0000939219-24-000007 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).