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SFMG, LLC: EPD position timeline

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

SFMG, LLC held 13,328 EPD 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 13,328 shares
    Change vs previous 13F -285 shares

    0.03% of the 13F portfolio, value $489,933.

    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 13,613 shares
    Change vs previous 13F -5,983 shares

    0.04% of the 13F portfolio, value $515,098.

    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 19,596 shares
    Change vs previous 13F +1,499 shares

    0.04% of the 13F portfolio, value $628,261.

    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 18,097 shares
    Change vs previous 13F +2,186 shares

    0.04% of the 13F portfolio, value $565,893.

    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 15,911 shares
    Change vs previous 13F -5,144 shares

    0.04% of the 13F portfolio, value $493,393.

    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 21,055 shares
    Change vs previous 13F +309 shares

    0.06% of the 13F portfolio, value $718,804.

    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 20,746 shares
    Change vs previous 13F +5,000 shares

    0.05% of the 13F portfolio, value $650,595.

    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 15,746 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $458,366.

    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).