ACN Accenture Ltd

Ownership history in LEE DANNER & BASS INC  ·  50 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Accenture Ltd (ACN) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.16% in 2024 Q4. The latest visible filing shows ACN at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in Accenture Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACN was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEE DANNER & BASS INC held ACN — position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 103,579 -3,340 -3.1% 1.99% $27.8M 2026-02-14 (Est.) $222.34
2025 Q3 REDUCED 106,919 -2,655 -2.4% 1.92% $26.4M 2025-10-29 $245.67
2025 Q2 REDUCED 109,574 -4,984 -4.4% 2.55% $32.8M 2025-07-31 $264.85
2025 Q1 ADDED 114,558 +1,189 +1.0% 2.89% $35.7M 2025-04-29 $294.49
2024 Q4 REDUCED 113,369 -895 -0.8% 3.16% $39.9M 2025-02-11 $382.91
2024 Q3 REDUCED 114,264 -1,422 -1.2% 2.84% $40.4M 2024-10-30 $338.82
2024 Q2 ADDED 115,686 +11,895 +11.5% 2.71% $35.1M 2024-07-30 $320.53
2023 Q4 REDUCED 103,791 -10,262 -9.0% 3.12% $36.4M 2024-02-01 $358.18
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS INC and ACN

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning ACN?

LEE DANNER & BASS INC reported ACN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACN position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for ACN was 3.16% in 2024 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 103,579 shares, equal to 1.99% of portfolio, with an estimated market value of $27.8M.

What does the chart on this ACN ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly ACN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to LEE DANNER & BASS INC Holdings