Skip to content
Disclosery

SFMG, LLC: ITOT position timeline

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

SFMG, LLC held 3,948 ITOT 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 3,948 shares
    Change vs previous 13F -3,591 shares

    0.04% of the 13F portfolio, value $648,538.

    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 7,539 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $1,073,822.

    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 7,505 shares
    Change vs previous 13F -14 shares

    0.07% of the 13F portfolio, value $1,115,963.

    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 7,519 shares
    Change vs previous 13F +176 shares

    0.08% of the 13F portfolio, value $1,095,186.

    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 7,343 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $991,610.

    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 7,333 shares
    Change vs previous 13F +56 shares

    0.07% of the 13F portfolio, value $894,640.

    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 7,277 shares
    Change vs previous 13F +13 shares

    0.07% of the 13F portfolio, value $935,977.

    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 7,264 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $912,531.

    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).