V Visa Inc Cl A COM

Ownership history in SFMG, LLC  ·  40 quarters on record

AI Ownership Summary

SFMG, LLC reported Visa Inc Cl A COM (V) in 40 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.59% in 2025 Q1. The latest visible filing shows V at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SFMG, LLC's position in Visa Inc Cl A COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

V was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SFMG, LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,156 +421 +1.9% 0.52% $7.8M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED 21,735 +448 +2.1% 0.51% $7.4M 2025-11-13 $335.39
2025 Q2 REDUCED 21,287 -210 -1.0% 0.57% $7.6M 2025-08-12 $335.38
2025 Q1 REDUCED 21,497 -127 -0.6% 0.59% $7.5M 2025-05-09 $349.92
2024 Q4 REDUCED 21,624 -137 -0.6% 0.54% $6.8M 2025-02-11 $348.11
2024 Q3 ADDED 21,761 +119 +0.5% 0.49% $6.0M 2024-11-25 $310.34
2024 Q2 ADDED 21,642 +122 +0.6% 0.49% $5.7M 2024-08-14 $258.27
2024 Q1 ADDED 21,520 +97 +0.5% 0.52% $6.0M 2024-05-07 $272.37
2023 Q4 ADDED 21,423 +528 +2.5% 0.52% $5.6M 2024-01-30 $272.55
2023 Q3 ADDED 20,895 +833 +4.2% 0.49% $4.8M 2023-11-06 $238.94
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SFMG, LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has SFMG, LLC reported owning V?

SFMG, LLC reported V across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported V position in SFMG, LLC's portfolio?

The largest reported portfolio weight for V was 0.59% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when SFMG, LLC reported 22,156 shares, equal to 0.52% of portfolio, with an estimated market value of $7.8M.

What does the chart on this V ownership page compare?

The chart compares SFMG, LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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