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Disclosery

JMG Financial Group, Ltd.: IWV position timeline

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

JMG Financial Group, Ltd. held 6,702 IWV 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 6,702 shares
    Change vs previous 13F -532 shares

    0.07% of the 13F portfolio, value $2,857,770.

    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 7,234 shares
    Change vs previous 13F -33 shares

    0.07% of the 13F portfolio, value $2,681,532.

    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 7,267 shares
    Change vs previous 13F -985 shares

    0.08% of the 13F portfolio, value $2,811,273.

    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 8,252 shares
    Change vs previous 13F -97 shares

    0.09% of the 13F portfolio, value $3,127,013.

    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 8,349 shares
    Change vs previous 13F -1,936 shares

    0.09% of the 13F portfolio, value $2,930,499.

    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 10,285 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,266,927.

    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 10,285 shares
    Change vs previous 13F -350 shares

    0.12% of the 13F portfolio, value $3,437,761.

    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 10,635 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,474,774.

    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).