LEE DANNER & BASS INC

Position in JEF — Jefferies Financial Group Inc.

CIK 939219 NASHVILLE, TN

Position in JEF

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,987,753

+$846,324 QoQ

Shares Held

139,811

-6.0% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#103

of 581 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LEE DANNER & BASS INC holds $47,461,691 across 4 Capital Markets names. JEF ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	34,795	$35,190,619
2	JEF	Jefferies Financial Group Inc. This page	139,811	$6,987,753
3	SCHW	Schwab Charles Corp	44,074	$4,066,707
4	MS	Morgan Stanley	5,820	$1,216,612

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,987,753	139,811	-6.0%	Shares	Sole	2026-07-21
2026-03-31	$6,141,429	148,811	+77.6%	Shares	Sole	2026-04-28
2025-12-31	$5,193,767	83,811	-8.0%	Shares	Sole	2026-01-29
2025-09-30	$5,956,556	91,051	-6.8%	Shares	Sole	2025-10-29
2025-06-30	$5,342,666	97,690	-6.7%	Shares	Sole	2025-07-31
2025-03-31	$5,608,243	104,690	-5.0%	Shares	Sole	2025-04-29
2024-12-31	$8,642,502	110,236	-0.5%	Shares	Sole	2025-02-11
2024-09-30	$6,816,047	110,740	-5.9%	Shares	Sole	2024-10-30
2024-06-30	$5,858,742	117,740	-5.6%	Shares	Sole	2024-07-30
2023-12-31	$5,040,743	124,740	-6.4%	Shares	Sole	2024-02-01
2023-09-30	$4,880,581	133,240	0.0%	Shares	Sole	2023-10-27
2023-06-30	$4,419,570	133,240	-0.2%	Shares	Sole	2023-07-31
2023-03-31	$4,238,559	133,540	-0.9%	Shares	Sole	2023-05-02
2022-12-31	$4,618,891	134,740	0.0%	Shares	Sole	2023-02-01
2022-09-30	$3,974,833	134,740	-1.5%	Shares	Sole	2022-10-31
2022-06-30	$3,776,765	136,740	0.0%	Shares	Sole	2022-07-25
2022-03-31	$4,491,915	136,740	-10.5%	Shares	Sole	2022-04-27
2021-12-31	$5,926,313	152,740	-2.0%	Shares	Sole	2022-01-27
2021-09-30	$5,789,378	155,922	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$5,349,634	156,422	-5.3%	Shares	Sole	2021-07-27
2021-03-31	$4,971,678	165,172	-3.1%	Shares	Sole	2021-04-29
2020-12-31	$4,192,387	170,422	-12.7%	Shares	Sole	2021-02-09
2020-09-30	$3,515,523	195,307	-10.2%	Shares	Sole	2020-11-12
2020-06-30	$3,380,346	217,385	-5.2%	Shares	Sole	2020-08-10
2020-03-31	$3,134,892	229,327	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.