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MCDANIEL TERRY & CO: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCDANIEL TERRY & CO on INTU, newest first. How the timeline and the estimate are built.

MCDANIEL TERRY & CO held 40,121 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,121 shares
    Change vs previous 13F -266 shares

    0.82% of the 13F portfolio, value $10,471,621.

    13F-HR 0001104366-26-000006 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,387 shares
    Change vs previous 13F +1,864 shares

    1.48% of the 13F portfolio, value $17,462,408.

    13F-HR 0001104366-26-000004 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,523 shares
    Change vs previous 13F -757 shares

    2.22% of the 13F portfolio, value $25,518,669.

    13F-HR 0001104366-26-000002 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,280 shares
    Change vs previous 13F +7 shares

    2.16% of the 13F portfolio, value $26,824,796.

    13F-HR 0001104366-25-000011 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,273 shares
    Change vs previous 13F -1,422 shares

    2.53% of the 13F portfolio, value $30,932,555.

    13F-HR 0001104366-25-000006 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,695 shares
    Change vs previous 13F +178 shares

    2.19% of the 13F portfolio, value $24,986,000.

    13F-HR 0001104366-25-000004 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,517 shares
    Change vs previous 13F +220 shares

    2.09% of the 13F portfolio, value $25,465,000.

    13F-HR 0001104366-25-000002 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,297 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $25,025,000.

    13F-HR 0001104366-24-000010 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).