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Disclosery

SFMG, LLC: JEPI position timeline

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

SFMG, LLC held 298,098 JEPI 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 298,098 shares
    Change vs previous 13F +11,623 shares

    1.03% of the 13F portfolio, value $16,836,581.

    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 286,475 shares
    Change vs previous 13F -9,364 shares

    1.11% of the 13F portfolio, value $16,237,390.

    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 295,839 shares
    Change vs previous 13F +21,890 shares

    1.14% of the 13F portfolio, value $16,933,832.

    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 273,949 shares
    Change vs previous 13F +13,492 shares

    1.08% of the 13F portfolio, value $15,642,507.

    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 260,457 shares
    Change vs previous 13F +16,693 shares

    1.11% of the 13F portfolio, value $14,806,976.

    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 243,764 shares
    Change vs previous 13F +16,986 shares

    1.1% of the 13F portfolio, value $13,928,694.

    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 226,778 shares
    Change vs previous 13F +5,876 shares

    1.03% of the 13F portfolio, value $13,046,526.

    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 220,902 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $13,145,906.

    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).