Ownership history in SFMG, LLC · 60 quarters on record
This page tracks every 13F SEC filing in which SFMG, LLC reported a position in S&P 500 COM (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 52,936 | -234 | -0.4% | 2.43% | $36.3M | $683.12 |
| 2025 Q3 | REDUCED | 53,170 | -246 | -0.5% | 2.47% | $35.6M | $665.17 |
| 2025 Q2 | REDUCED | 53,416 | -198,793 | -78.8% | 2.49% | $33.2M | $615.21 |
| 2025 Q1 | ADDED | 252,209 | +2,318 | +0.9% | 11.18% | $141.7M | $555.02 |
| 2024 Q4 | ADDED | 249,891 | +2,486 | +1.0% | 11.60% | $147.1M | $579.67 |
| 2024 Q3 | ADDED | 247,405 | +2,656 | +1.1% | 11.57% | $142.7M | $566.00 |
| 2024 Q2 | REDUCED | 244,749 | -1,781 | -0.7% | 11.64% | $133.9M | $534.89 |
| 2024 Q1 | REDUCED | 246,530 | -1,496 | -0.6% | 11.14% | $129.6M | $512.33 |
| 2023 Q4 | ADDED | 248,026 | +653 | +0.3% | 10.98% | $118.5M | $463.98 |
| 2023 Q3 | ADDED | 247,373 | +13,369 | +5.7% | 10.92% | $106.2M | $415.48 |
As of 2025 Q4 — sorted by position size