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Disclosery

JMG Financial Group, Ltd.: DFAS position timeline

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

JMG Financial Group, Ltd. held 93,925 DFAS 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 93,925 shares
    Change vs previous 13F -44 shares

    0.19% of the 13F portfolio, value $7,733,785.

    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 93,969 shares
    Change vs previous 13F -564 shares

    0.18% of the 13F portfolio, value $6,684,015.

    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 94,533 shares
    Change vs previous 13F +1,123 shares

    0.19% of the 13F portfolio, value $6,586,114.

    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 93,410 shares
    Change vs previous 13F +45 shares

    0.18% of the 13F portfolio, value $6,394,849.

    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 93,365 shares
    Change vs previous 13F +4,153 shares

    0.18% of the 13F portfolio, value $5,948,284.

    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 89,212 shares
    Change vs previous 13F -744 shares

    0.18% of the 13F portfolio, value $5,330,417.

    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 89,956 shares
    Change vs previous 13F +2,477 shares

    0.2% of the 13F portfolio, value $5,854,336.

    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 87,479 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,673,888.

    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).