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Disclosery

JMG Financial Group, Ltd.: DFGR position timeline

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

JMG Financial Group, Ltd. held 6,710,457 DFGR 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 6,710,457 shares
    Change vs previous 13F +366,346 shares

    4.7% of the 13F portfolio, value $194,401,945.

    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 6,344,111 shares
    Change vs previous 13F +642,453 shares

    4.64% of the 13F portfolio, value $168,626,460.

    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 5,701,658 shares
    Change vs previous 13F +346,331 shares

    4.23% of the 13F portfolio, value $150,637,814.

    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 5,355,327 shares
    Change vs previous 13F +358,627 shares

    4.16% of the 13F portfolio, value $146,253,987.

    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 4,996,700 shares
    Change vs previous 13F +200,348 shares

    4.06% of the 13F portfolio, value $134,061,449.

    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 4,796,352 shares
    Change vs previous 13F +802,816 shares

    4.25% of the 13F portfolio, value $125,952,201.

    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 3,993,536 shares
    Change vs previous 13F +523,244 shares

    3.48% of the 13F portfolio, value $101,994,910.

    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 3,470,292 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $100,152,622.

    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).