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Disclosery

SFMG, LLC: PEP position timeline

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

SFMG, LLC held 11,366 PEP 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 11,366 shares
    Change vs previous 13F +57 shares

    0.09% of the 13F portfolio, value $1,538,922.

    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 11,309 shares
    Change vs previous 13F +3,170 shares

    0.12% of the 13F portfolio, value $1,756,207.

    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 8,139 shares
    Change vs previous 13F +56 shares

    0.08% of the 13F portfolio, value $1,168,059.

    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 8,083 shares
    Change vs previous 13F +1,792 shares

    0.08% of the 13F portfolio, value $1,135,128.

    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 6,291 shares
    Change vs previous 13F -855 shares

    0.06% of the 13F portfolio, value $830,653.

    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 7,146 shares
    Change vs previous 13F -2,923 shares

    0.08% of the 13F portfolio, value $1,071,481.

    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 10,069 shares
    Change vs previous 13F -2,176 shares

    0.12% of the 13F portfolio, value $1,531,123.

    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 12,245 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,082,276.

    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).