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Disclosery

JMG Financial Group, Ltd.: VNQ position timeline

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

JMG Financial Group, Ltd. held 254,989 VNQ 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 254,989 shares
    Change vs previous 13F -90 shares

    0.59% of the 13F portfolio, value $24,588,612.

    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 255,079 shares
    Change vs previous 13F +7,596 shares

    0.62% of the 13F portfolio, value $22,625,489.

    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 247,483 shares
    Change vs previous 13F +471 shares

    0.62% of the 13F portfolio, value $21,899,744.

    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 247,012 shares
    Change vs previous 13F -2,899 shares

    0.64% of the 13F portfolio, value $22,581,859.

    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 249,911 shares
    Change vs previous 13F -2,087 shares

    0.67% of the 13F portfolio, value $22,257,108.

    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 251,998 shares
    Change vs previous 13F +22,790 shares

    0.77% of the 13F portfolio, value $22,815,939.

    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 229,208 shares
    Change vs previous 13F -5,350 shares

    0.7% of the 13F portfolio, value $20,417,866.

    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 234,558 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $22,850,662.

    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).