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Disclosery

JMG Financial Group, Ltd.: VB position timeline

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

JMG Financial Group, Ltd. held 20,676 VB 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 20,676 shares
    Change vs previous 13F +321 shares

    0.15% of the 13F portfolio, value $6,267,340.

    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 20,355 shares
    Change vs previous 13F +573 shares

    0.15% of the 13F portfolio, value $5,331,423.

    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 19,782 shares
    Change vs previous 13F -665 shares

    0.14% of the 13F portfolio, value $5,102,651.

    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 20,447 shares
    Change vs previous 13F +180 shares

    0.15% of the 13F portfolio, value $5,199,162.

    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 20,267 shares
    Change vs previous 13F +1,751 shares

    0.15% of the 13F portfolio, value $4,802,883.

    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 18,516 shares
    Change vs previous 13F -634 shares

    0.14% of the 13F portfolio, value $4,105,932.

    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 19,150 shares
    Change vs previous 13F -1,014 shares

    0.16% of the 13F portfolio, value $4,601,265.

    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 20,164 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,783,145.

    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).