Skip to content
Disclosery

JMG Financial Group, Ltd.: IWD position timeline

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

JMG Financial Group, Ltd. held 23,936 IWD 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 23,936 shares
    Change vs previous 13F -429 shares

    0.14% of the 13F portfolio, value $5,802,740.

    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 24,365 shares
    Change vs previous 13F -468 shares

    0.14% of the 13F portfolio, value $5,206,012.

    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 24,833 shares
    Change vs previous 13F -529 shares

    0.15% of the 13F portfolio, value $5,223,317.

    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 25,362 shares
    Change vs previous 13F -54 shares

    0.15% of the 13F portfolio, value $5,163,395.

    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 25,416 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $4,936,498.

    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 25,362 shares
    Change vs previous 13F -179 shares

    0.16% of the 13F portfolio, value $4,772,064.

    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 25,541 shares
    Change vs previous 13F +79 shares

    0.16% of the 13F portfolio, value $4,728,356.

    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 25,462 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,832,637.

    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).