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Disclosery

SFMG, LLC: WMT position timeline

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

SFMG, LLC held 111,028 WMT 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 111,028 shares
    Change vs previous 13F +2,255 shares

    0.77% of the 13F portfolio, value $12,575,083.

    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 108,773 shares
    Change vs previous 13F -846 shares

    0.93% of the 13F portfolio, value $13,518,325.

    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 109,619 shares
    Change vs previous 13F -7,500 shares

    0.82% of the 13F portfolio, value $12,212,676.

    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 117,119 shares
    Change vs previous 13F +3,278 shares

    0.84% of the 13F portfolio, value $12,070,305.

    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 113,841 shares
    Change vs previous 13F +564 shares

    0.84% of the 13F portfolio, value $11,131,341.

    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 113,277 shares
    Change vs previous 13F -1,423 shares

    0.78% of the 13F portfolio, value $9,944,551.

    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 114,700 shares
    Change vs previous 13F -2,977 shares

    0.82% of the 13F portfolio, value $10,363,130.

    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 117,677 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $9,502,414.

    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).