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Disclosery

SFMG, LLC: PLBY position timeline

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

SFMG, LLC held 750,000 PLBY 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 750,000 shares
    Change vs previous 13F +60,000 shares

    0.06% of the 13F portfolio, value $915,000.

    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 690,000 shares
    Change vs previous 13F +240,000 shares

    0.07% of the 13F portfolio, value $1,048,800.

    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 450,000 shares
    Change vs previous 13F +150,000 shares

    0.06% of the 13F portfolio, value $846,000.

    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 300,000 shares
    Change vs previous 13F +25,000 shares

    0.03% of the 13F portfolio, value $441,000.

    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 275,000 shares
    Change vs previous 13F -136,000 shares

    0.03% of the 13F portfolio, value $445,500.

    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 411,000 shares
    Change vs previous 13F +44,000 shares

    0.04% of the 13F portfolio, value $452,100.

    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 367,000 shares
    Change vs previous 13F -133,000 shares

    0.04% of the 13F portfolio, value $535,820.

    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 500,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $379,200.

    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).