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Disclosery

SFMG, LLC: MSDL position timeline

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

SFMG, LLC held 159,722 MSDL 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 159,722 shares
    Change vs previous 13F -49,003 shares

    0.15% of the 13F portfolio, value $2,414,997.

    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 208,725 shares
    Change vs previous 13F -29,320 shares

    0.2% of the 13F portfolio, value $2,913,801.

    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 238,045 shares
    Change vs previous 13F -21,300 shares

    0.26% of the 13F portfolio, value $3,922,982.

    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 259,345 shares
    Change vs previous 13F +900 shares

    0.29% of the 13F portfolio, value $4,170,268.

    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 258,445 shares
    Change vs previous 13F +1,630 shares

    0.36% of the 13F portfolio, value $4,838,090.

    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 256,815 shares
    Change vs previous 13F +118,195 shares

    0.4% of the 13F portfolio, value $5,126,027.

    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 138,620 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,863,889.

    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).