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Disclosery

JMG Financial Group, Ltd.: SCHE position timeline

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

JMG Financial Group, Ltd. held 960,587 SCHE 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 960,587 shares
    Change vs previous 13F +17,763 shares

    0.84% of the 13F portfolio, value $34,830,872.

    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 942,824 shares
    Change vs previous 13F -21,867 shares

    0.86% of the 13F portfolio, value $31,066,066.

    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 964,691 shares
    Change vs previous 13F -54,023 shares

    0.89% of the 13F portfolio, value $31,593,646.

    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 1,018,714 shares
    Change vs previous 13F -39,558 shares

    0.97% of the 13F portfolio, value $33,994,492.

    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 1,058,272 shares
    Change vs previous 13F +129,738 shares

    0.97% of the 13F portfolio, value $31,896,324.

    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 928,534 shares
    Change vs previous 13F -23,567 shares

    0.86% of the 13F portfolio, value $25,599,688.

    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 952,101 shares
    Change vs previous 13F +20,696 shares

    0.86% of the 13F portfolio, value $25,354,455.

    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 931,405 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $27,178,389.

    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).