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Disclosery

SFMG, LLC: MSFT position timeline

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

SFMG, LLC held 61,296 MSFT 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 61,296 shares
    Change vs previous 13F +391 shares

    1.39% of the 13F portfolio, value $22,864,537.

    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 60,905 shares
    Change vs previous 13F -615 shares

    1.55% of the 13F portfolio, value $22,545,148.

    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 61,520 shares
    Change vs previous 13F -3,543 shares

    2% of the 13F portfolio, value $29,752,066.

    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 65,063 shares
    Change vs previous 13F +602 shares

    2.34% of the 13F portfolio, value $33,699,554.

    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 64,461 shares
    Change vs previous 13F -979 shares

    2.41% of the 13F portfolio, value $32,063,458.

    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 65,440 shares
    Change vs previous 13F -1,872 shares

    1.94% of the 13F portfolio, value $24,565,410.

    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 67,312 shares
    Change vs previous 13F -650 shares

    2.24% of the 13F portfolio, value $28,372,180.

    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 67,962 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $29,243,876.

    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).