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Disclosery

JMG Financial Group, Ltd.: IWB position timeline

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

JMG Financial Group, Ltd. held 35,656 IWB 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 35,656 shares
    Change vs previous 13F -1,302 shares

    0.35% of the 13F portfolio, value $14,601,113.

    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 36,958 shares
    Change vs previous 13F -12 shares

    0.36% of the 13F portfolio, value $13,177,728.

    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 36,970 shares
    Change vs previous 13F -3,822 shares

    0.39% of the 13F portfolio, value $13,806,059.

    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 40,792 shares
    Change vs previous 13F -244 shares

    0.42% of the 13F portfolio, value $14,908,643.

    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 41,036 shares
    Change vs previous 13F -55 shares

    0.42% of the 13F portfolio, value $13,934,579.

    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 41,091 shares
    Change vs previous 13F -304 shares

    0.43% of the 13F portfolio, value $12,604,239.

    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 41,395 shares
    Change vs previous 13F -185 shares

    0.45% of the 13F portfolio, value $13,335,798.

    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 41,580 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,072,322.

    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).