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Disclosery

JMG Financial Group, Ltd.: IWS position timeline

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

JMG Financial Group, Ltd. held 73,795 IWS 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 73,795 shares
    Change vs previous 13F -352 shares

    0.29% of the 13F portfolio, value $12,146,630.

    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 74,147 shares
    Change vs previous 13F -485 shares

    0.3% of the 13F portfolio, value $10,806,160.

    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 74,632 shares
    Change vs previous 13F -1,411 shares

    0.3% of the 13F portfolio, value $10,526,820.

    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 76,043 shares
    Change vs previous 13F -2,371 shares

    0.3% of the 13F portfolio, value $10,620,958.

    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 78,414 shares
    Change vs previous 13F -418 shares

    0.31% of the 13F portfolio, value $10,361,657.

    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 78,832 shares
    Change vs previous 13F +299 shares

    0.33% of the 13F portfolio, value $9,930,496.

    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 78,533 shares
    Change vs previous 13F -1,509 shares

    0.35% of the 13F portfolio, value $10,157,488.

    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 80,042 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,585,585.

    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).