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Disclosery

JMG Financial Group, Ltd.: VBR position timeline

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

JMG Financial Group, Ltd. held 379,798 VBR 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 379,798 shares
    Change vs previous 13F -12,412 shares

    2.23% of the 13F portfolio, value $92,287,057.

    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 392,210 shares
    Change vs previous 13F +4,125 shares

    2.35% of the 13F portfolio, value $85,207,711.

    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 388,085 shares
    Change vs previous 13F -6,743 shares

    2.31% of the 13F portfolio, value $82,192,514.

    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 394,828 shares
    Change vs previous 13F -3,151 shares

    2.35% of the 13F portfolio, value $82,404,468.

    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 397,979 shares
    Change vs previous 13F +111,962 shares

    2.35% of the 13F portfolio, value $77,609,933.

    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 286,017 shares
    Change vs previous 13F +4,421 shares

    1.8% of the 13F portfolio, value $53,282,153.

    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 281,596 shares
    Change vs previous 13F -2,339 shares

    1.9% of the 13F portfolio, value $55,806,643.

    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 283,935 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $57,008,535.

    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).