Skip to content
Disclosery

SFMG, LLC: ATO position timeline

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

SFMG, LLC held 1,060,369 ATO 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 1,060,369 shares
    Change vs previous 13F +1,824 shares

    11.13% of the 13F portfolio, value $182,669,745.

    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 1,058,545 shares
    Change vs previous 13F -1,844 shares

    13.4% of the 13F portfolio, value $195,534,483.

    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 1,060,389 shares
    Change vs previous 13F +18,247 shares

    11.93% of the 13F portfolio, value $177,753,063.

    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 1,042,142 shares
    Change vs previous 13F -983 shares

    12.34% of the 13F portfolio, value $177,945,708.

    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 1,043,125 shares
    Change vs previous 13F -15,417 shares

    12.07% of the 13F portfolio, value $160,755,992.

    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 1,058,542 shares
    Change vs previous 13F -664 shares

    12.91% of the 13F portfolio, value $163,629,390.

    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 1,059,206 shares
    Change vs previous 13F +7,501 shares

    11.63% of the 13F portfolio, value $147,515,556.

    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 1,051,705 shares
    Change vs previous 13F not available

    11.83% of the 13F portfolio, value $145,882,061.

    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).