SFG Wealth Management, LLC.: FLMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on FLMI, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 53,674 FLMI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 53,674 sharesChange vs previous 13F +62 shares
0.49% of the 13F portfolio, value $1,350,974.
13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,612 sharesChange vs previous 13F -4,670 shares
0.55% of the 13F portfolio, value $1,329,037.
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,282 sharesChange vs previous 13F +8,878 shares
0.57% of the 13F portfolio, value $1,449,484.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,404 sharesChange vs previous 13F +49,404 shares
0.53% of the 13F portfolio, value $1,223,732.
13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -48,435 shares
13F-HR 0001085146-25-004187 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 48,435 sharesChange vs previous 13F +18,886 shares
0.58% of the 13F portfolio, value $1,183,756.
13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,549 sharesChange vs previous 13F +66 shares
0.38% of the 13F portfolio, value $722,026.
13F-HR 0001085146-25-000281 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,483 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $737,368.
13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).