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SFMG, LLC: IEI position timeline

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

SFMG, LLC held 4,835 IEI 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 4,835 shares
    Change vs previous 13F -708 shares

    0.03% of the 13F portfolio, value $567,871.

    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 5,543 shares
    Change vs previous 13F -451 shares

    0.05% of the 13F portfolio, value $657,437.

    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 5,994 shares
    Change vs previous 13F -5,801 shares

    0.05% of the 13F portfolio, value $715,421.

    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 11,795 shares
    Change vs previous 13F -897 shares

    0.1% of the 13F portfolio, value $1,409,579.

    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 12,692 shares
    Change vs previous 13F -2,327 shares

    0.11% of the 13F portfolio, value $1,511,490.

    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 15,019 shares
    Change vs previous 13F -6,695 shares

    0.14% of the 13F portfolio, value $1,774,270.

    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 21,714 shares
    Change vs previous 13F -2,692 shares

    0.2% of the 13F portfolio, value $2,509,053.

    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 24,406 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,919,080.

    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).