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Disclosery

SFMG, LLC: MOAT position timeline

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

SFMG, LLC held 681,430 MOAT 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 681,430 shares
    Change vs previous 13F +9,144 shares

    4.32% of the 13F portfolio, value $70,841,437.

    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 672,286 shares
    Change vs previous 13F +31,472 shares

    4.46% of the 13F portfolio, value $65,010,067.

    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 640,814 shares
    Change vs previous 13F +9,698 shares

    4.45% of the 13F portfolio, value $66,362,647.

    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 631,116 shares
    Change vs previous 13F +14,932 shares

    4.34% of the 13F portfolio, value $62,549,865.

    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 616,184 shares
    Change vs previous 13F +12,590 shares

    4.34% of the 13F portfolio, value $57,791,882.

    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 603,594 shares
    Change vs previous 13F +20,078 shares

    4.19% of the 13F portfolio, value $53,116,258.

    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 583,516 shares
    Change vs previous 13F -237 shares

    4.27% of the 13F portfolio, value $54,106,508.

    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 583,753 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $56,594,890.

    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).