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Disclosery

JMG Financial Group, Ltd.: DFSV position timeline

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

JMG Financial Group, Ltd. held 6,311,245 DFSV 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 6,311,245 shares
    Change vs previous 13F +119,891 shares

    5.91% of the 13F portfolio, value $244,813,209.

    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 6,191,354 shares
    Change vs previous 13F +358,934 shares

    5.97% of the 13F portfolio, value $216,945,035.

    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 5,832,420 shares
    Change vs previous 13F +219,296 shares

    5.39% of the 13F portfolio, value $191,828,303.

    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 5,613,124 shares
    Change vs previous 13F +183,092 shares

    5.09% of the 13F portfolio, value $178,721,863.

    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 5,430,032 shares
    Change vs previous 13F -386,833 shares

    4.84% of the 13F portfolio, value $159,805,832.

    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 5,816,865 shares
    Change vs previous 13F +378,500 shares

    5.52% of the 13F portfolio, value $163,744,755.

    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 5,438,365 shares
    Change vs previous 13F +235,863 shares

    5.71% of the 13F portfolio, value $167,392,862.

    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 5,202,502 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $160,237,073.

    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).