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Disclosery

JMG Financial Group, Ltd.: AGG position timeline

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

JMG Financial Group, Ltd. held 18,236 AGG 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 18,236 shares
    Change vs previous 13F -477 shares

    0.04% of the 13F portfolio, value $1,805,031.

    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 18,713 shares
    Change vs previous 13F -1,920 shares

    0.05% of the 13F portfolio, value $1,857,659.

    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 20,633 shares
    Change vs previous 13F +200 shares

    0.06% of the 13F portfolio, value $2,060,867.

    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 20,433 shares
    Change vs previous 13F +1,191 shares

    0.06% of the 13F portfolio, value $2,048,388.

    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 19,242 shares
    Change vs previous 13F +12,557 shares

    0.06% of the 13F portfolio, value $1,908,832.

    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 6,685 shares
    Change vs previous 13F -10,037 shares

    0.02% of the 13F portfolio, value $661,236.

    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 16,722 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $1,620,382.

    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 16,670 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,688,171.

    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).