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Disclosery

JMG Financial Group, Ltd.: VEA position timeline

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

JMG Financial Group, Ltd. held 6,253,672 VEA 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 6,253,672 shares
    Change vs previous 13F -22,157 shares

    10.76% of the 13F portfolio, value $445,574,099.

    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 6,275,829 shares
    Change vs previous 13F +70,996 shares

    11.07% of the 13F portfolio, value $402,155,134.

    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 6,204,833 shares
    Change vs previous 13F -21,502 shares

    10.89% of the 13F portfolio, value $387,615,904.

    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 6,226,335 shares
    Change vs previous 13F -54,942 shares

    10.62% of the 13F portfolio, value $373,082,005.

    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 6,281,277 shares
    Change vs previous 13F +108,268 shares

    10.86% of the 13F portfolio, value $358,095,613.

    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 6,173,009 shares
    Change vs previous 13F +188,663 shares

    10.58% of the 13F portfolio, value $313,774,035.

    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 5,984,346 shares
    Change vs previous 13F +116,381 shares

    9.76% of the 13F portfolio, value $286,171,442.

    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 5,867,965 shares
    Change vs previous 13F not available

    10.59% of the 13F portfolio, value $309,887,234.

    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).