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Disclosery

SFMG, LLC: BALT position timeline

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

SFMG, LLC held 82,776 BALT 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 82,776 shares
    Change vs previous 13F -8,592 shares

    0.17% of the 13F portfolio, value $2,836,734.

    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 91,368 shares
    Change vs previous 13F -1,486 shares

    0.21% of the 13F portfolio, value $3,057,630.

    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 92,854 shares
    Change vs previous 13F +6,208 shares

    0.21% of the 13F portfolio, value $3,111,538.

    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 86,646 shares
    Change vs previous 13F +4,345 shares

    0.2% of the 13F portfolio, value $2,843,722.

    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 82,301 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,640,216.

    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 82,301 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,582,605.

    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 82,301 shares
    Change vs previous 13F +17,026 shares

    0.2% of the 13F portfolio, value $2,585,897.

    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 65,275 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,012,428.

    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).