Skip to content
Disclosery

MCDANIEL TERRY & CO: UPS position timeline

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

MCDANIEL TERRY & CO held 3,039 UPS 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 3,039 shares
    Change vs previous 13F -13,275 shares

    0.03% of the 13F portfolio, value $326,667.

    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 16,314 shares
    Change vs previous 13F -96 shares

    0.14% of the 13F portfolio, value $1,604,995.

    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 16,410 shares
    Change vs previous 13F -2,135 shares

    0.14% of the 13F portfolio, value $1,627,672.

    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 18,545 shares
    Change vs previous 13F -342 shares

    0.12% of the 13F portfolio, value $1,549,030.

    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 18,887 shares
    Change vs previous 13F -705 shares

    0.16% of the 13F portfolio, value $1,906,448.

    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 19,592 shares
    Change vs previous 13F -7,157 shares

    0.19% of the 13F portfolio, value $2,155,000.

    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 26,749 shares
    Change vs previous 13F +863 shares

    0.28% of the 13F portfolio, value $3,373,000.

    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 25,886 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,529,000.

    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).