Position in BAM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,730,602
-$153,447 QoQ
Shares Held
60,883
-6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#205
of 620 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM 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. BAM ranks #2 (22.6% of the industry book) .
All Filings in BAM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,730,602 | 60,883 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,884,049 | 64,883 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,399,220 | 64,883 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,893,728 | 68,383 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,780,212 | 68,383 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,313,156 | 68,383 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,976,624 | 73,383 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,470,282 | 73,383 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,244,066 | 85,258 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,846,598 | 95,758 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,774,088 | 113,200 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,693,716 | 113,200 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,775,070 | 115,375 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,289,882 | 114,750 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||