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Disclosery

JMG Financial Group, Ltd.: DFIC position timeline

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

JMG Financial Group, Ltd. held 4,973,487 DFIC 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 4,973,487 shares
    Change vs previous 13F +187,194 shares

    4.48% of the 13F portfolio, value $185,312,117.

    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 4,786,293 shares
    Change vs previous 13F +353,823 shares

    4.68% of the 13F portfolio, value $170,057,003.

    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 4,432,470 shares
    Change vs previous 13F +142,160 shares

    4.29% of the 13F portfolio, value $152,742,916.

    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 4,290,310 shares
    Change vs previous 13F +134,923 shares

    4.01% of the 13F portfolio, value $140,679,267.

    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 4,155,387 shares
    Change vs previous 13F +52,776 shares

    3.92% of the 13F portfolio, value $129,190,977.

    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 4,102,611 shares
    Change vs previous 13F +598,527 shares

    3.84% of the 13F portfolio, value $113,929,499.

    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 3,504,084 shares
    Change vs previous 13F +640,751 shares

    3.09% of the 13F portfolio, value $90,563,062.

    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 2,863,333 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $80,574,204.

    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).