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Disclosery

JMG Financial Group, Ltd.: VNQI position timeline

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

JMG Financial Group, Ltd. held 211,317 VNQI 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 211,317 shares
    Change vs previous 13F +2,316 shares

    0.23% of the 13F portfolio, value $9,477,585.

    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 209,001 shares
    Change vs previous 13F +2,299 shares

    0.26% of the 13F portfolio, value $9,290,112.

    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 206,702 shares
    Change vs previous 13F +371 shares

    0.27% of the 13F portfolio, value $9,475,238.

    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 206,331 shares
    Change vs previous 13F +6,874 shares

    0.28% of the 13F portfolio, value $9,850,261.

    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 199,457 shares
    Change vs previous 13F +1,737 shares

    0.28% of the 13F portfolio, value $9,204,959.

    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 197,720 shares
    Change vs previous 13F -9,696 shares

    0.27% of the 13F portfolio, value $7,999,767.

    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 207,416 shares
    Change vs previous 13F -20,089 shares

    0.28% of the 13F portfolio, value $8,205,393.

    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 227,505 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,672,278.

    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).