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LEE DANNER & BASS INC: XLU position timeline

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

LEE DANNER & BASS INC held 29,525 XLU 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 29,525 shares
    Change vs previous 13F -30 shares

    0.08% of the 13F portfolio, value $1,338,664.

    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 29,555 shares
    Change vs previous 13F -615 shares

    0.09% of the 13F portfolio, value $1,356,279.

    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 30,170 shares
    Change vs previous 13F +15,065 shares

    0.09% of the 13F portfolio, value $1,287,957.

    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 15,105 shares
    Change vs previous 13F -5,762 shares

    0.1% of the 13F portfolio, value $1,317,307.

    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 20,867 shares
    Change vs previous 13F +5,503 shares

    0.13% of the 13F portfolio, value $1,703,999.

    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 15,364 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,211,451.

    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 15,364 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $1,162,901.

    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 16,304 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,317,000.

    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).