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Disclosery

JMG Financial Group, Ltd.: SCHB position timeline

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

JMG Financial Group, Ltd. held 292,779 SCHB 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 292,779 shares
    Change vs previous 13F -7,874 shares

    0.2% of the 13F portfolio, value $8,478,886.

    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 300,653 shares
    Change vs previous 13F +4,278 shares

    0.21% of the 13F portfolio, value $7,546,402.

    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 296,375 shares
    Change vs previous 13F -27,910 shares

    0.22% of the 13F portfolio, value $7,773,919.

    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 324,285 shares
    Change vs previous 13F -8,606 shares

    0.24% of the 13F portfolio, value $8,337,370.

    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 332,891 shares
    Change vs previous 13F -7,054 shares

    0.24% of the 13F portfolio, value $7,932,789.

    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 339,945 shares
    Change vs previous 13F -2,397 shares

    0.25% of the 13F portfolio, value $7,319,025.

    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 342,342 shares
    Change vs previous 13F +224,827 shares

    0.27% of the 13F portfolio, value $7,771,157.

    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 117,515 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,817,078.

    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).