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SFMG, LLC: ARCC position timeline

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

SFMG, LLC held 342,928 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,928 shares
    Change vs previous 13F -9,260 shares

    0.39% of the 13F portfolio, value $6,354,449.

    13F-HR 0001512026-26-000005 filed by SFMG, LLC
    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 352,188 shares
    Change vs previous 13F -12,704 shares

    0.43% of the 13F portfolio, value $6,346,419.

    13F-HR 0001512026-26-000003 filed by SFMG, LLC
    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 364,892 shares
    Change vs previous 13F -252 shares

    0.5% of the 13F portfolio, value $7,381,764.

    13F-HR 0001512026-26-000001 filed by SFMG, LLC
    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 365,144 shares
    Change vs previous 13F -111,866 shares

    0.52% of the 13F portfolio, value $7,452,589.

    13F-HR 0001512026-25-000009 filed by SFMG, LLC
    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 477,010 shares
    Change vs previous 13F +14,611 shares

    0.79% of the 13F portfolio, value $10,475,129.

    13F-HR 0001512026-25-000006 filed by SFMG, LLC
    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 462,399 shares
    Change vs previous 13F +18,281 shares

    0.81% of the 13F portfolio, value $10,246,772.

    13F-HR 0001512026-25-000004 filed by SFMG, LLC
    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 444,118 shares
    Change vs previous 13F +4,615 shares

    0.77% of the 13F portfolio, value $9,721,740.

    13F-HR 0001512026-25-000002 filed by SFMG, LLC
    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 439,503 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $9,203,192.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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