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Disclosery

JMG Financial Group, Ltd.: IWR position timeline

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

JMG Financial Group, Ltd. held 913,629 IWR 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 913,629 shares
    Change vs previous 13F -2,742 shares

    2.43% of the 13F portfolio, value $100,791,569.

    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 916,371 shares
    Change vs previous 13F +48,213 shares

    2.45% of the 13F portfolio, value $89,098,768.

    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 868,158 shares
    Change vs previous 13F -20,960 shares

    2.35% of the 13F portfolio, value $83,577,586.

    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 889,118 shares
    Change vs previous 13F -19,136 shares

    2.44% of the 13F portfolio, value $85,844,305.

    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 908,254 shares
    Change vs previous 13F +24,376 shares

    2.53% of the 13F portfolio, value $83,532,084.

    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 883,878 shares
    Change vs previous 13F -22,582 shares

    2.54% of the 13F portfolio, value $75,191,468.

    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 906,460 shares
    Change vs previous 13F -23,982 shares

    2.73% of the 13F portfolio, value $80,131,029.

    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 930,442 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $82,009,123.

    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).