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Disclosery

SFMG, LLC: XLV position timeline

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

SFMG, LLC held 15,514 XLV 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 15,514 shares
    Change vs previous 13F +188 shares

    0.15% of the 13F portfolio, value $2,461,523.

    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 15,326 shares
    Change vs previous 13F -28 shares

    0.15% of the 13F portfolio, value $2,246,945.

    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 15,354 shares
    Change vs previous 13F -26 shares

    0.16% of the 13F portfolio, value $2,376,799.

    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 15,380 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $2,140,435.

    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 15,393 shares
    Change vs previous 13F -989 shares

    0.16% of the 13F portfolio, value $2,074,816.

    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 16,382 shares
    Change vs previous 13F -1,419 shares

    0.19% of the 13F portfolio, value $2,391,902.

    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 17,801 shares
    Change vs previous 13F -498 shares

    0.19% of the 13F portfolio, value $2,448,884.

    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 18,299 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,818,412.

    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).