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Disclosery

JMG Financial Group, Ltd.: IWM position timeline

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

JMG Financial Group, Ltd. held 29,333 IWM 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 29,333 shares
    Change vs previous 13F -497 shares

    0.21% of the 13F portfolio, value $8,812,971.

    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 29,830 shares
    Change vs previous 13F -1,389 shares

    0.2% of the 13F portfolio, value $7,397,807.

    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 31,219 shares
    Change vs previous 13F +625 shares

    0.22% of the 13F portfolio, value $7,684,770.

    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 30,594 shares
    Change vs previous 13F +38 shares

    0.21% of the 13F portfolio, value $7,402,487.

    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 30,556 shares
    Change vs previous 13F -1,459 shares

    0.2% of the 13F portfolio, value $6,593,662.

    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 32,015 shares
    Change vs previous 13F -1,475 shares

    0.22% of the 13F portfolio, value $6,386,683.

    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 33,490 shares
    Change vs previous 13F -14 shares

    0.25% of the 13F portfolio, value $7,399,966.

    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 33,504 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,400,763.

    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).