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Disclosery

SFMG, LLC: WFC position timeline

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

SFMG, LLC held 5,703 WFC 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 5,703 shares
    Change vs previous 13F +1,683 shares

    0.03% of the 13F portfolio, value $471,330.

    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 4,020 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $320,053.

    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 3,898 shares
    Change vs previous 13F +180 shares

    0.02% of the 13F portfolio, value $363,281.

    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 3,718 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $311,656.

    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).