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Disclosery

PENN DAVIS MCFARLAND INC: WM position timeline

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

PENN DAVIS MCFARLAND INC held 56,370 WM 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 56,370 shares
    Change vs previous 13F -210 shares

    1.12% of the 13F portfolio, value $12,563,746.

    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 56,580 shares
    Change vs previous 13F -155 shares

    1.27% of the 13F portfolio, value $13,001,518.

    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 56,735 shares
    Change vs previous 13F -105 shares

    1.19% of the 13F portfolio, value $12,465,247.

    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 56,840 shares
    Change vs previous 13F -50 shares

    1.3% of the 13F portfolio, value $12,551,977.

    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 56,890 shares
    Change vs previous 13F -160 shares

    1.47% of the 13F portfolio, value $13,017,570.

    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 57,050 shares
    Change vs previous 13F -430 shares

    1.56% of the 13F portfolio, value $13,207,646.

    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 57,480 shares
    Change vs previous 13F -550 shares

    1.26% of the 13F portfolio, value $11,598,889.

    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 58,030 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $12,047,028.

    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).