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Disclosery

JMG Financial Group, Ltd.: IWP position timeline

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

JMG Financial Group, Ltd. held 113,405 IWP 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 113,405 shares
    Change vs previous 13F -1,214 shares

    0.4% of the 13F portfolio, value $16,603,678.

    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 114,619 shares
    Change vs previous 13F +1,099 shares

    0.4% of the 13F portfolio, value $14,685,031.

    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 113,520 shares
    Change vs previous 13F -2,665 shares

    0.44% of the 13F portfolio, value $15,545,477.

    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 116,185 shares
    Change vs previous 13F -3,080 shares

    0.47% of the 13F portfolio, value $16,545,956.

    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 119,265 shares
    Change vs previous 13F -459 shares

    0.5% of the 13F portfolio, value $16,539,719.

    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 119,724 shares
    Change vs previous 13F -2,877 shares

    0.47% of the 13F portfolio, value $14,066,363.

    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 122,601 shares
    Change vs previous 13F -892 shares

    0.53% of the 13F portfolio, value $15,539,666.

    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 123,493 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $14,484,484.

    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).