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Disclosery

SFMG, LLC: VTEB position timeline

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

SFMG, LLC held 33,561 VTEB 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 33,561 shares
    Change vs previous 13F +279 shares

    0.1% of the 13F portfolio, value $1,697,525.

    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 33,282 shares
    Change vs previous 13F -5,799 shares

    0.11% of the 13F portfolio, value $1,660,439.

    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 39,081 shares
    Change vs previous 13F +5,179 shares

    0.13% of the 13F portfolio, value $1,965,383.

    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 33,902 shares
    Change vs previous 13F +22,344 shares

    0.12% of the 13F portfolio, value $1,697,473.

    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 11,558 shares
    Change vs previous 13F +4,032 shares

    0.04% of the 13F portfolio, value $566,689.

    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 7,526 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $373,440.

    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).