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Disclosery

SFMG, LLC: PTLC position timeline

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

SFMG, LLC held 2,648,509 PTLC 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 2,648,509 shares
    Change vs previous 13F +141,285 shares

    9.4% of the 13F portfolio, value $154,302,107.

    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 2,507,224 shares
    Change vs previous 13F +94,279 shares

    9.02% of the 13F portfolio, value $131,528,946.

    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 2,412,945 shares
    Change vs previous 13F +59,409 shares

    9% of the 13F portfolio, value $134,111,483.

    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 2,353,536 shares
    Change vs previous 13F +106,115 shares

    8.93% of the 13F portfolio, value $128,879,631.

    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 2,247,421 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $114,079,090.

    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).