SFG Wealth Management, LLC.: PID position timeline

SFG Wealth Management, LLC. held 0 PID shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -16,233 shares

   13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 16,233 shares

   Change vs previous 13F +335 shares

   0.14% of the 13F portfolio, value $357,126.

   13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 15,898 shares

   Change vs previous 13F +15,898 shares

   0.15% of the 13F portfolio, value $338,108.

   13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -31,796 shares

   13F-HR 0001085146-25-004187 filed by SFG Wealth Management, LLC.
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

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

5. period ended2025-03-31

   13F 31,796 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $606,350.

   13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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