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SFMG, LLC: WPC position timeline

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

SFMG, LLC held 26,362 WPC 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 26,362 shares
    Change vs previous 13F -6,716 shares

    0.11% of the 13F portfolio, value $1,884,883.

    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 33,078 shares
    Change vs previous 13F -3,670 shares

    0.15% of the 13F portfolio, value $2,247,981.

    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 36,748 shares
    Change vs previous 13F -1,750 shares

    0.16% of the 13F portfolio, value $2,365,101.

    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 38,498 shares
    Change vs previous 13F +250 shares

    0.18% of the 13F portfolio, value $2,601,310.

    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 38,248 shares
    Change vs previous 13F -270 shares

    0.18% of the 13F portfolio, value $2,385,910.

    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 38,518 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,430,871.

    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).