Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$338,810
+$7,774 QoQ
Shares Held
1,229
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,132
of 1,682 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LEE DANNER & BASS INC holds $13,422,625 across 3 Healthcare Plans names. CI ranks #3 (2.5% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,810 | 1,229 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $331,036 | 1,241 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $341,560 | 1,241 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $357,718 | 1,241 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $410,249 | 1,241 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $408,289 | 1,241 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $342,689 | 1,241 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $429,932 | 1,241 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $410,237 | 1,241 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $371,617 | 1,241 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $355,012 | 1,241 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $348,224 | 1,241 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $311,746 | 1,220 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $404,234 | 1,220 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $349,334 | 1,259 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $331,771 | 1,259 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $301,668 | 1,259 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $289,104 | 1,259 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $252,001 | 1,259 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $298,471 | 1,259 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $304,350 | 1,259 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $262,098 | 1,259 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $213,287 | 1,259 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $236,251 | 1,259 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $223,069 | 1,259 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||