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Disclosery

SFMG, LLC: SCHQ position timeline

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

SFMG, LLC held 621,809 SCHQ 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 621,809 shares
    Change vs previous 13F +80,997 shares

    1.19% of the 13F portfolio, value $19,462,612.

    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 540,812 shares
    Change vs previous 13F +63,699 shares

    1.17% of the 13F portfolio, value $16,997,708.

    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 477,113 shares
    Change vs previous 13F +58,979 shares

    1.01% of the 13F portfolio, value $15,124,479.

    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 418,134 shares
    Change vs previous 13F +85,043 shares

    0.94% of the 13F portfolio, value $13,509,923.

    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 333,091 shares
    Change vs previous 13F +38,814 shares

    0.8% of the 13F portfolio, value $10,622,257.

    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 294,277 shares
    Change vs previous 13F +19,713 shares

    0.76% of the 13F portfolio, value $9,640,523.

    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 274,564 shares
    Change vs previous 13F -360,678 shares

    0.68% of the 13F portfolio, value $8,629,542.

    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 635,242 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $22,227,134.

    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).