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Disclosery

JMG Financial Group, Ltd.: FNDX position timeline

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

JMG Financial Group, Ltd. held 25,600 FNDX 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 25,600 shares
    Change vs previous 13F +3,055 shares

    0.02% of the 13F portfolio, value $796,160.

    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 22,545 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $627,878.

    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 22,493 shares
    Change vs previous 13F +4,618 shares

    0.02% of the 13F portfolio, value $612,035.

    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 17,875 shares
    Change vs previous 13F +1,337 shares

    0.01% of the 13F portfolio, value $470,113.

    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 16,538 shares
    Change vs previous 13F -1,977 shares

    0.01% of the 13F portfolio, value $405,843.

    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 18,515 shares
    Change vs previous 13F +732 shares

    0.01% of the 13F portfolio, value $437,139.

    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 17,783 shares
    Change vs previous 13F +11,562 shares

    0.01% of the 13F portfolio, value $421,101.

    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 6,221 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $446,419.

    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).