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Disclosery

SFMG, LLC: FDIF position timeline

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

SFMG, LLC held 254,195 FDIF 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 254,195 shares
    Change vs previous 13F +21,457 shares

    0.63% of the 13F portfolio, value $10,288,434.

    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 232,738 shares
    Change vs previous 13F +13,008 shares

    0.52% of the 13F portfolio, value $7,631,783.

    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 219,730 shares
    Change vs previous 13F +8,077 shares

    0.53% of the 13F portfolio, value $7,867,904.

    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 211,653 shares
    Change vs previous 13F +17,483 shares

    0.52% of the 13F portfolio, value $7,518,497.

    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 194,170 shares
    Change vs previous 13F +10,686 shares

    0.49% of the 13F portfolio, value $6,551,288.

    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 183,484 shares
    Change vs previous 13F -9,071 shares

    0.43% of the 13F portfolio, value $5,429,289.

    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 192,555 shares
    Change vs previous 13F +3,463 shares

    0.48% of the 13F portfolio, value $6,080,886.

    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 189,092 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,737,052.

    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).