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Disclosery

JMG Financial Group, Ltd.: SCHV position timeline

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

JMG Financial Group, Ltd. held 42,945 SCHV 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 42,945 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $1,494,931.

    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 42,939 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $1,309,645.

    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 42,933 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $1,271,239.

    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 42,925 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $1,249,552.

    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 42,918 shares
    Change vs previous 13F -3,724 shares

    0.04% of the 13F portfolio, value $1,187,548.

    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 46,642 shares
    Change vs previous 13F -4,759 shares

    0.04% of the 13F portfolio, value $1,239,747.

    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 51,401 shares
    Change vs previous 13F +33,243 shares

    0.05% of the 13F portfolio, value $1,340,022.

    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 18,158 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,459,334.

    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).