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Disclosery

SFMG, LLC: ISTB position timeline

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

SFMG, LLC held 6,576 ISTB 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 6,576 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $317,292.

    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 6,411 shares
    Change vs previous 13F +687 shares

    0.02% of the 13F portfolio, value $310,677.

    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 5,724 shares
    Change vs previous 13F +447 shares

    0.02% of the 13F portfolio, value $279,045.

    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 5,277 shares
    Change vs previous 13F +67 shares

    0.02% of the 13F portfolio, value $257,729.

    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 5,210 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $253,467.

    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 4,977 shares
    Change vs previous 13F +580 shares

    0.02% of the 13F portfolio, value $240,638.

    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 4,397 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $210,045.

    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 4,403 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $214,338.

    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).