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Disclosery

JMG Financial Group, Ltd.: SCHA position timeline

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

JMG Financial Group, Ltd. held 60,291 SCHA 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 60,291 shares
    Change vs previous 13F +3,887 shares

    0.05% of the 13F portfolio, value $2,178,329.

    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 56,404 shares
    Change vs previous 13F -1,335 shares

    0.05% of the 13F portfolio, value $1,640,215.

    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 57,739 shares
    Change vs previous 13F +9,266 shares

    0.05% of the 13F portfolio, value $1,644,420.

    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 48,473 shares
    Change vs previous 13F +656 shares

    0.04% of the 13F portfolio, value $1,352,388.

    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 47,817 shares
    Change vs previous 13F -452 shares

    0.04% of the 13F portfolio, value $1,209,774.

    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 48,269 shares
    Change vs previous 13F +2,881 shares

    0.04% of the 13F portfolio, value $1,130,952.

    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 45,388 shares
    Change vs previous 13F +22,467 shares

    0.04% of the 13F portfolio, value $1,173,736.

    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 22,921 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,180,420.

    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).