Skip to content
Disclosery

SFMG, LLC: JEPQ position timeline

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

SFMG, LLC held 8,833 JEPQ 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 8,833 shares
    Change vs previous 13F +1,621 shares

    0.03% of the 13F portfolio, value $542,876.

    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 7,212 shares
    Change vs previous 13F -8,814 shares

    0.03% of the 13F portfolio, value $400,410.

    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 16,026 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $931,431.

    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).