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Disclosery

JMG Financial Group, Ltd.: DFEM position timeline

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

JMG Financial Group, Ltd. held 2,333,403 DFEM 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 2,333,403 shares
    Change vs previous 13F +21,243 shares

    2.29% of the 13F portfolio, value $94,829,493.

    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 2,312,160 shares
    Change vs previous 13F +182,535 shares

    2.2% of the 13F portfolio, value $79,885,142.

    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 2,129,625 shares
    Change vs previous 13F +79,871 shares

    1.98% of the 13F portfolio, value $70,448,006.

    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 2,049,754 shares
    Change vs previous 13F +80,422 shares

    1.87% of the 13F portfolio, value $65,735,620.

    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 1,969,332 shares
    Change vs previous 13F +15,306 shares

    1.77% of the 13F portfolio, value $58,449,777.

    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 1,954,026 shares
    Change vs previous 13F +210,355 shares

    1.74% of the 13F portfolio, value $51,703,531.

    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 1,743,671 shares
    Change vs previous 13F +194,087 shares

    1.56% of the 13F portfolio, value $45,666,738.

    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 1,549,584 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $43,620,797.

    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).