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SFMG, LLC: IRT position timeline

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

SFMG, LLC held 11,126 IRT 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 11,126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $185,693.

    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 11,126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $165,666.

    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 11,126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $194,482.

    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 11,126 shares
    Change vs previous 13F -9,406 shares

    0.01% of the 13F portfolio, value $182,355.

    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 20,532 shares
    Change vs previous 13F +78 shares

    0.03% of the 13F portfolio, value $363,215.

    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 20,454 shares
    Change vs previous 13F +78 shares

    0.03% of the 13F portfolio, value $434,248.

    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 20,376 shares
    Change vs previous 13F +74 shares

    0.03% of the 13F portfolio, value $404,263.

    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 20,302 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $416,186.

    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).