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Disclosery

JMG Financial Group, Ltd.: QQQ position timeline

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

JMG Financial Group, Ltd. held 13,205 QQQ 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 13,205 shares
    Change vs previous 13F +305 shares

    0.23% of the 13F portfolio, value $9,723,980.

    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 12,900 shares
    Change vs previous 13F +175 shares

    0.2% of the 13F portfolio, value $7,445,479.

    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 12,725 shares
    Change vs previous 13F -109 shares

    0.22% of the 13F portfolio, value $7,816,943.

    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 12,834 shares
    Change vs previous 13F +312 shares

    0.22% of the 13F portfolio, value $7,705,005.

    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 12,522 shares
    Change vs previous 13F +4,151 shares

    0.21% of the 13F portfolio, value $6,907,363.

    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 8,371 shares
    Change vs previous 13F +806 shares

    0.13% of the 13F portfolio, value $3,925,389.

    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 7,565 shares
    Change vs previous 13F +229 shares

    0.13% of the 13F portfolio, value $3,867,527.

    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 7,336 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,580,240.

    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).