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Disclosery

JMG Financial Group, Ltd.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JMG Financial Group, Ltd. on AAPL, newest first. How the timeline and the estimate are built.

JMG Financial Group, Ltd. held 8,701 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,701 shares
    Change vs previous 13F +3,599 shares

    0.06% of the 13F portfolio, value $2,517,609.

    13F-HR 0001314404-26-000004 filed by JMG Financial Group, Ltd.
    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 5,102 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $1,294,911.

    13F-HR 0001314404-26-000003 filed by JMG Financial Group, Ltd.
    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 5,067 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $1,377,422.

    13F-HR 0001314404-26-000002 filed by JMG Financial Group, Ltd.
    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 5,066 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $1,290,039.

    13F-HR 0001314404-25-000008 filed by JMG Financial Group, Ltd.
    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 5,070 shares
    Change vs previous 13F -260 shares

    0.03% of the 13F portfolio, value $1,040,200.

    13F-HR 0001314404-25-000003 filed by JMG Financial Group, Ltd.
    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 5,330 shares
    Change vs previous 13F +129 shares

    0.04% of the 13F portfolio, value $1,183,846.

    13F-HR 0001314404-25-000002 filed by JMG Financial Group, Ltd.
    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 5,201 shares
    Change vs previous 13F -248 shares

    0.04% of the 13F portfolio, value $1,302,474.

    13F-HR 0001314404-25-000001 filed by JMG Financial Group, Ltd.
    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 5,449 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,269,566.

    13F-HR 0001314404-24-000005 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).