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Disclosery

SFMG, LLC: TLT position timeline

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

SFMG, LLC held 42,033 TLT 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 42,033 shares
    Change vs previous 13F -20,721 shares

    0.22% of the 13F portfolio, value $3,632,484.

    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 62,754 shares
    Change vs previous 13F -13,472 shares

    0.37% of the 13F portfolio, value $5,440,144.

    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 76,226 shares
    Change vs previous 13F -8,937 shares

    0.45% of the 13F portfolio, value $6,643,816.

    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 85,163 shares
    Change vs previous 13F -23,665 shares

    0.53% of the 13F portfolio, value $7,611,025.

    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 108,828 shares
    Change vs previous 13F -11,236 shares

    0.72% of the 13F portfolio, value $9,604,082.

    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 120,064 shares
    Change vs previous 13F -1,873 shares

    0.86% of the 13F portfolio, value $10,929,412.

    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 121,937 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $10,648,758.

    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).