Skip to content
Disclosery

MCDANIEL TERRY & CO: PEP position timeline

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

MCDANIEL TERRY & CO held 15,592 PEP 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 15,592 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $2,111,117.

    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 15,588 shares
    Change vs previous 13F -1,426 shares

    0.21% of the 13F portfolio, value $2,420,670.

    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 17,014 shares
    Change vs previous 13F -3,154 shares

    0.21% of the 13F portfolio, value $2,441,865.

    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 20,168 shares
    Change vs previous 13F -1,948 shares

    0.23% of the 13F portfolio, value $2,832,409.

    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 22,116 shares
    Change vs previous 13F -23,159 shares

    0.24% of the 13F portfolio, value $2,920,167.

    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 45,275 shares
    Change vs previous 13F -136,870 shares

    0.59% of the 13F portfolio, value $6,789,000.

    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 182,145 shares
    Change vs previous 13F +8,452 shares

    2.27% of the 13F portfolio, value $27,697,000.

    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 173,693 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $29,536,000.

    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).