Skip to content
Disclosery

JMG Financial Group, Ltd.: SCHH position timeline

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

JMG Financial Group, Ltd. held 125,419 SCHH 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 125,419 shares
    Change vs previous 13F +15,737 shares

    0.07% of the 13F portfolio, value $2,969,922.

    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 109,682 shares
    Change vs previous 13F -6,734 shares

    0.06% of the 13F portfolio, value $2,357,066.

    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 116,416 shares
    Change vs previous 13F -6,577 shares

    0.07% of the 13F portfolio, value $2,431,930.

    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 122,993 shares
    Change vs previous 13F +973 shares

    0.08% of the 13F portfolio, value $2,652,959.

    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 122,020 shares
    Change vs previous 13F +1,063 shares

    0.08% of the 13F portfolio, value $2,581,943.

    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 120,957 shares
    Change vs previous 13F +12,527 shares

    0.09% of the 13F portfolio, value $2,601,785.

    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 108,430 shares
    Change vs previous 13F -2,315 shares

    0.08% of the 13F portfolio, value $2,283,536.

    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 110,745 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,565,962.

    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).