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Disclosery

SFMG, LLC: SPY position timeline

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

SFMG, LLC held 22,501 SPY 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 22,501 shares
    Change vs previous 13F +1,703 shares

    1.02% of the 13F portfolio, value $16,802,913.

    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 20,798 shares
    Change vs previous 13F +231 shares

    0.93% of the 13F portfolio, value $13,526,018.

    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 20,567 shares
    Change vs previous 13F +818 shares

    0.94% of the 13F portfolio, value $14,024,716.

    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 19,749 shares
    Change vs previous 13F -18 shares

    0.91% of the 13F portfolio, value $13,156,119.

    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 19,767 shares
    Change vs previous 13F -907 shares

    0.92% of the 13F portfolio, value $12,212,747.

    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 20,674 shares
    Change vs previous 13F -1,227 shares

    0.91% of the 13F portfolio, value $11,564,924.

    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 21,901 shares
    Change vs previous 13F -584 shares

    1.01% of the 13F portfolio, value $12,835,827.

    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 22,485 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $12,901,266.

    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).