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Disclosery

JMG Financial Group, Ltd.: DFIV position timeline

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

JMG Financial Group, Ltd. held 52,939 DFIV 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 52,939 shares
    Change vs previous 13F +59 shares

    0.07% of the 13F portfolio, value $2,859,759.

    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 52,880 shares
    Change vs previous 13F +4,406 shares

    0.08% of the 13F portfolio, value $2,791,018.

    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 48,474 shares
    Change vs previous 13F -432 shares

    0.07% of the 13F portfolio, value $2,418,854.

    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 48,906 shares
    Change vs previous 13F +8,875 shares

    0.06% of the 13F portfolio, value $2,255,524.

    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 40,031 shares
    Change vs previous 13F +490 shares

    0.05% of the 13F portfolio, value $1,714,508.

    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 39,541 shares
    Change vs previous 13F -1,430 shares

    0.05% of the 13F portfolio, value $1,556,316.

    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 40,971 shares
    Change vs previous 13F -478 shares

    0.05% of the 13F portfolio, value $1,453,635.

    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 41,449 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,578,361.

    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).