Skip to content
Disclosery

SFMG, LLC: IUSB position timeline

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

SFMG, LLC held 10,679 IUSB 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 10,679 shares
    Change vs previous 13F +225 shares

    0.03% of the 13F portfolio, value $492,820.

    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 10,454 shares
    Change vs previous 13F +279 shares

    0.03% of the 13F portfolio, value $482,888.

    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 10,175 shares
    Change vs previous 13F +1,006 shares

    0.03% of the 13F portfolio, value $473,523.

    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 9,169 shares
    Change vs previous 13F +264 shares

    0.03% of the 13F portfolio, value $428,278.

    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 8,905 shares
    Change vs previous 13F +910 shares

    0.03% of the 13F portfolio, value $411,660.

    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 7,995 shares
    Change vs previous 13F +1,016 shares

    0.03% of the 13F portfolio, value $368,425.

    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 6,979 shares
    Change vs previous 13F -108 shares

    0.02% of the 13F portfolio, value $315,431.

    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 7,087 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $333,937.

    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).