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Disclosery

JMG Financial Group, Ltd.: SCHF position timeline

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

JMG Financial Group, Ltd. held 4,087,794 SCHF 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 4,087,794 shares
    Change vs previous 13F -28,283 shares

    2.74% of the 13F portfolio, value $113,231,904.

    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 4,116,077 shares
    Change vs previous 13F -124,577 shares

    2.8% of the 13F portfolio, value $101,872,901.

    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 4,240,654 shares
    Change vs previous 13F -83,525 shares

    2.87% of the 13F portfolio, value $101,945,331.

    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 4,324,179 shares
    Change vs previous 13F -79,024 shares

    2.87% of the 13F portfolio, value $100,666,879.

    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 4,403,203 shares
    Change vs previous 13F +19,102 shares

    2.95% of the 13F portfolio, value $97,310,791.

    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 4,384,101 shares
    Change vs previous 13F -31,042 shares

    2.92% of the 13F portfolio, value $86,717,520.

    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 4,415,143 shares
    Change vs previous 13F +2,366,897 shares

    2.79% of the 13F portfolio, value $81,680,147.

    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 2,048,246 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $84,223,865.

    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).