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Disclosery

JMG Financial Group, Ltd.: MDY position timeline

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

JMG Financial Group, Ltd. held 6,786 MDY 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 6,786 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $4,772,934.

    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 6,786 shares
    Change vs previous 13F -267 shares

    0.12% of the 13F portfolio, value $4,185,394.

    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 7,053 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $4,254,993.

    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 7,053 shares
    Change vs previous 13F -165 shares

    0.12% of the 13F portfolio, value $4,203,858.

    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 7,218 shares
    Change vs previous 13F -12 shares

    0.12% of the 13F portfolio, value $4,088,908.

    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 7,230 shares
    Change vs previous 13F +60 shares

    0.13% of the 13F portfolio, value $3,857,113.

    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 7,170 shares
    Change vs previous 13F +158 shares

    0.14% of the 13F portfolio, value $4,083,944.

    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 7,012 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,994,512.

    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).