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Disclosery

SFMG, LLC: BLK position timeline

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

SFMG, LLC held 5,476 BLK 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 5,476 shares
    Change vs previous 13F -66 shares

    0.32% of the 13F portfolio, value $5,265,765.

    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 5,542 shares
    Change vs previous 13F -117 shares

    0.37% of the 13F portfolio, value $5,329,441.

    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 5,659 shares
    Change vs previous 13F +203 shares

    0.41% of the 13F portfolio, value $6,057,028.

    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 5,456 shares
    Change vs previous 13F +81 shares

    0.44% of the 13F portfolio, value $6,361,255.

    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 5,375 shares
    Change vs previous 13F +183 shares

    0.42% of the 13F portfolio, value $5,639,698.

    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 5,192 shares
    Change vs previous 13F +205 shares

    0.39% of the 13F portfolio, value $4,913,806.

    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 4,987 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,112,088.

    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).