LEE DANNER & BASS INC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 939219
NASHVILLE, TN
Position in ADX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$638,750
+$91,500 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#96
of 216 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LEE DANNER & BASS INC holds $12,108,706 across 4 Asset Management names. ADX ranks #4 (5.3% of the industry book) .
All Filings in ADX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,750 | 25,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $547,250 | 25,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $583,000 | 25,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $557,500 | 25,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $542,750 | 25,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $474,750 | 25,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $505,000 | 25,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $539,000 | 25,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $537,250 | 25,000 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $442,750 | 25,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $416,000 | 25,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $420,250 | 25,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $388,750 | 25,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $363,500 | 25,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $364,250 | 25,000 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $383,500 | 25,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $461,000 | 25,000 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $485,250 | 25,000 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $495,000 | 25,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $494,250 | 25,000 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $456,500 | 25,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $432,250 | 25,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $405,250 | 25,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $372,750 | 25,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $314,750 | 25,000 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||