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Disclosery

SFMG, LLC: SGOV position timeline

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

SFMG, LLC held 23,359 SGOV 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 23,359 shares
    Change vs previous 13F +7,985 shares

    0.14% of the 13F portfolio, value $2,351,551.

    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 15,374 shares
    Change vs previous 13F +506 shares

    0.11% of the 13F portfolio, value $1,547,547.

    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 14,868 shares
    Change vs previous 13F +8,031 shares

    0.1% of the 13F portfolio, value $1,492,450.

    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 6,837 shares
    Change vs previous 13F -157,544 shares

    0.05% of the 13F portfolio, value $688,486.

    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 164,381 shares
    Change vs previous 13F +3,043 shares

    1.24% of the 13F portfolio, value $16,551,494.

    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 161,338 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $16,241,944.

    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).