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Disclosery

JMG Financial Group, Ltd.: FNDA position timeline

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

JMG Financial Group, Ltd. held 23,356 FNDA 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 23,356 shares
    Change vs previous 13F +366 shares

    0.02% of the 13F portfolio, value $888,917.

    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 22,990 shares
    Change vs previous 13F +216 shares

    0.02% of the 13F portfolio, value $745,556.

    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 22,774 shares
    Change vs previous 13F +1,924 shares

    0.02% of the 13F portfolio, value $717,599.

    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 20,850 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $649,676.

    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 20,850 shares
    Change vs previous 13F -1,828 shares

    0.02% of the 13F portfolio, value $597,344.

    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 22,678 shares
    Change vs previous 13F +3,556 shares

    0.02% of the 13F portfolio, value $621,142.

    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 19,122 shares
    Change vs previous 13F +9,560 shares

    0.02% of the 13F portfolio, value $567,914.

    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 9,562 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $569,590.

    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).