SFMG, LLC: APO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFMG, LLC on APO, newest first. How the timeline and the estimate are built.
SFMG, LLC held 11,054 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,054 sharesChange vs previous 13F +56 shares
0.08% of the 13F portfolio, value $1,307,833.
13F-HR 0001512026-26-000005 filed by SFMG, 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 10,998 sharesChange vs previous 13F -150 shares
0.08% of the 13F portfolio, value $1,225,430.
13F-HR 0001512026-26-000003 filed by SFMG, 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 11,148 sharesChange vs previous 13F +1,534 shares
0.11% of the 13F portfolio, value $1,613,836.
13F-HR 0001512026-26-000001 filed by SFMG, 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 9,614 sharesChange vs previous 13F +2,322 shares
0.09% of the 13F portfolio, value $1,281,200.
13F-HR 0001512026-25-000009 filed by SFMG, 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 7,292 sharesChange vs previous 13F -7 shares
0.08% of the 13F portfolio, value $1,034,496.
13F-HR 0001512026-25-000006 filed by SFMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,299 sharesChange vs previous 13F +62 shares
0.08% of the 13F portfolio, value $999,496.
13F-HR 0001512026-25-000004 filed by SFMG, 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 7,237 sharesChange vs previous 13F +17 shares
0.09% of the 13F portfolio, value $1,195,280.
13F-HR 0001512026-25-000002 filed by SFMG, 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 7,220 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $901,821.
13F-HR 0001512026-24-000006 filed by SFMG, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).