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Disclosery

JMG Financial Group, Ltd.: VIG position timeline

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

JMG Financial Group, Ltd. held 19,664 VIG 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 19,664 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $4,652,808.

    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 19,647 shares
    Change vs previous 13F +1,121 shares

    0.12% of the 13F portfolio, value $4,225,204.

    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 18,526 shares
    Change vs previous 13F -659 shares

    0.11% of the 13F portfolio, value $4,071,563.

    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 19,185 shares
    Change vs previous 13F +360 shares

    0.12% of the 13F portfolio, value $4,139,852.

    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 18,825 shares
    Change vs previous 13F -520 shares

    0.12% of the 13F portfolio, value $3,852,837.

    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 19,345 shares
    Change vs previous 13F -39 shares

    0.13% of the 13F portfolio, value $3,752,665.

    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 19,384 shares
    Change vs previous 13F +1,053 shares

    0.13% of the 13F portfolio, value $3,796,041.

    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 18,331 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,630,711.

    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).