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Disclosery

SFMG, LLC: IBM position timeline

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

SFMG, LLC held 4,933 IBM 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 4,933 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $1,387,319.

    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 4,866 shares
    Change vs previous 13F +183 shares

    0.08% of the 13F portfolio, value $1,179,387.

    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 4,683 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $1,387,051.

    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 4,667 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,316,745.

    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 4,667 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,375,638.

    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 4,666 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $1,160,163.

    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 4,653 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $1,022,794.

    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 4,655 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,029,052.

    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).