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PENN DAVIS MCFARLAND INC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENN DAVIS MCFARLAND INC on UPS, newest first. How the timeline and the estimate are built.

PENN DAVIS MCFARLAND INC held 56,843 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,843 shares
    Change vs previous 13F -270 shares

    0.54% of the 13F portfolio, value $6,110,623.

    13F-HR 0001108893-26-000004 filed by PENN DAVIS MCFARLAND INC
    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 57,113 shares
    Change vs previous 13F -88 shares

    0.55% of the 13F portfolio, value $5,618,777.

    13F-HR 0001108893-26-000003 filed by PENN DAVIS MCFARLAND INC
    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 57,201 shares
    Change vs previous 13F +22,929 shares

    0.54% of the 13F portfolio, value $5,673,767.

    13F-HR 0001108893-26-000001 filed by PENN DAVIS MCFARLAND INC
    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 34,272 shares
    Change vs previous 13F -4,330 shares

    0.3% of the 13F portfolio, value $2,862,740.

    13F-HR 0001108893-25-000007 filed by PENN DAVIS MCFARLAND INC
    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 38,602 shares
    Change vs previous 13F +6,242 shares

    0.44% of the 13F portfolio, value $3,896,486.

    13F-HR 0001108893-25-000005 filed by PENN DAVIS MCFARLAND INC
    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 32,360 shares
    Change vs previous 13F -214 shares

    0.42% of the 13F portfolio, value $3,559,276.

    13F-HR 0001108893-25-000003 filed by PENN DAVIS MCFARLAND INC
    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 32,574 shares
    Change vs previous 13F -455 shares

    0.45% of the 13F portfolio, value $4,107,581.

    13F-HR 0001108893-25-000001 filed by PENN DAVIS MCFARLAND INC
    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 33,029 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,503,174.

    13F-HR 0001108893-24-000006 filed by PENN DAVIS MCFARLAND INC
    Filed (acceptance time not in the bulk data set), ingested

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