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Disclosery

SFMG, LLC: IVV position timeline

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

SFMG, LLC held 50,917 IVV 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 50,917 shares
    Change vs previous 13F -1,558 shares

    2.32% of the 13F portfolio, value $38,131,604.

    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 52,475 shares
    Change vs previous 13F -461 shares

    2.35% of the 13F portfolio, value $34,277,211.

    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 52,936 shares
    Change vs previous 13F -234 shares

    2.43% of the 13F portfolio, value $36,257,901.

    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 53,170 shares
    Change vs previous 13F -246 shares

    2.47% of the 13F portfolio, value $35,586,677.

    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 53,416 shares
    Change vs previous 13F -198,793 shares

    2.49% of the 13F portfolio, value $33,165,695.

    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 252,209 shares
    Change vs previous 13F +2,318 shares

    11.18% of the 13F portfolio, value $141,716,121.

    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 249,891 shares
    Change vs previous 13F +2,486 shares

    11.6% of the 13F portfolio, value $147,105,924.

    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 247,405 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $142,708,437.

    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).