Skip to content
Disclosery

JMG Financial Group, Ltd.: VO position timeline

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

JMG Financial Group, Ltd. held 5,646,613 VO 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 5,646,613 shares
    Change vs previous 13F +4,249,996 shares

    10.99% of the 13F portfolio, value $454,947,649.

    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 1,396,617 shares
    Change vs previous 13F +45,832 shares

    11.04% of the 13F portfolio, value $401,080,366.

    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 1,350,785 shares
    Change vs previous 13F +21,740 shares

    11.02% of the 13F portfolio, value $392,024,789.

    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 1,329,045 shares
    Change vs previous 13F +3,280 shares

    11.12% of the 13F portfolio, value $390,393,753.

    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 1,325,765 shares
    Change vs previous 13F -19,471 shares

    11.25% of the 13F portfolio, value $370,988,764.

    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 1,345,236 shares
    Change vs previous 13F +41,718 shares

    11.73% of the 13F portfolio, value $347,905,053.

    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 1,303,518 shares
    Change vs previous 13F +23,072 shares

    11.74% of the 13F portfolio, value $344,298,113.

    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 1,280,446 shares
    Change vs previous 13F not available

    11.54% of the 13F portfolio, value $337,820,051.

    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).