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Disclosery

JMG Financial Group, Ltd.: IWO position timeline

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

JMG Financial Group, Ltd. held 6,616 IWO 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 6,616 shares
    Change vs previous 13F -47 shares

    0.06% of the 13F portfolio, value $2,606,439.

    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 6,663 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,090,916.

    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 6,663 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $2,152,216.

    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 6,695 shares
    Change vs previous 13F +92 shares

    0.06% of the 13F portfolio, value $2,142,668.

    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 6,603 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,887,534.

    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 6,603 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,687,265.

    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 6,603 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $1,900,475.

    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 6,570 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,865,880.

    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).