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Disclosery

SFG Wealth Management, LLC.: GRID position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on GRID, newest first. How the timeline and the estimate are built.

SFG Wealth Management, LLC. held 0 GRID shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,081 shares

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,081 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $314,394.

    13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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