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Disclosery

JMG Financial Group, Ltd.: SPY position timeline

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

JMG Financial Group, Ltd. held 263,441 SPY 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 263,441 shares
    Change vs previous 13F -224 shares

    4.75% of the 13F portfolio, value $196,729,684.

    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 263,665 shares
    Change vs previous 13F +9,565 shares

    4.72% of the 13F portfolio, value $171,471,585.

    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 254,100 shares
    Change vs previous 13F -7,155 shares

    4.87% of the 13F portfolio, value $173,276,015.

    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 261,255 shares
    Change vs previous 13F -5,354 shares

    4.96% of the 13F portfolio, value $174,042,802.

    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 266,609 shares
    Change vs previous 13F +12,572 shares

    4.99% of the 13F portfolio, value $164,724,137.

    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 254,037 shares
    Change vs previous 13F -7,092 shares

    4.79% of the 13F portfolio, value $142,105,889.

    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 261,129 shares
    Change vs previous 13F -3,203 shares

    5.22% of the 13F portfolio, value $153,042,531.

    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 264,332 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $151,663,332.

    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).