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SFMG, LLC: SPHQ position timeline

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

SFMG, LLC held 1,710,162 SPHQ 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 1,710,162 shares
    Change vs previous 13F +23,238 shares

    9.39% of the 13F portfolio, value $154,085,587.

    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 1,686,924 shares
    Change vs previous 13F +18,817 shares

    8.69% of the 13F portfolio, value $126,839,822.

    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 1,668,107 shares
    Change vs previous 13F +16,565 shares

    8.4% of the 13F portfolio, value $125,191,412.

    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 1,651,542 shares
    Change vs previous 13F +20,829 shares

    8.39% of the 13F portfolio, value $121,041,538.

    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 1,630,713 shares
    Change vs previous 13F +10,641 shares

    8.72% of the 13F portfolio, value $116,204,600.

    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 1,620,072 shares
    Change vs previous 13F -25,301 shares

    8.48% of the 13F portfolio, value $107,475,588.

    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 1,645,373 shares
    Change vs previous 13F +6,867 shares

    8.69% of the 13F portfolio, value $110,289,377.

    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 1,638,506 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $110,222,296.

    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).