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Disclosery

JMG Financial Group, Ltd.: IWF position timeline

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

JMG Financial Group, Ltd. held 139,940 IWF 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 139,940 shares
    Change vs previous 13F +105,021 shares

    0.42% of the 13F portfolio, value $17,376,365.

    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 34,919 shares
    Change vs previous 13F -76 shares

    0.41% of the 13F portfolio, value $14,889,513.

    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 34,995 shares
    Change vs previous 13F -741 shares

    0.47% of the 13F portfolio, value $16,563,191.

    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 35,736 shares
    Change vs previous 13F -764 shares

    0.48% of the 13F portfolio, value $16,739,157.

    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 36,500 shares
    Change vs previous 13F -143 shares

    0.47% of the 13F portfolio, value $15,497,222.

    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 36,643 shares
    Change vs previous 13F -830 shares

    0.45% of the 13F portfolio, value $13,231,465.

    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 37,473 shares
    Change vs previous 13F +370 shares

    0.51% of the 13F portfolio, value $15,048,456.

    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 37,103 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $13,927,770.

    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).