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Disclosery

JMG Financial Group, Ltd.: VOE position timeline

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

JMG Financial Group, Ltd. held 57,402 VOE 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 57,402 shares
    Change vs previous 13F -1,558 shares

    0.27% of the 13F portfolio, value $11,342,652.

    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 58,960 shares
    Change vs previous 13F -549 shares

    0.3% of the 13F portfolio, value $10,865,165.

    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 59,509 shares
    Change vs previous 13F -1,313 shares

    0.3% of the 13F portfolio, value $10,555,127.

    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 60,822 shares
    Change vs previous 13F +485 shares

    0.3% of the 13F portfolio, value $10,618,320.

    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 60,337 shares
    Change vs previous 13F +32 shares

    0.3% of the 13F portfolio, value $9,923,037.

    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 60,305 shares
    Change vs previous 13F +61 shares

    0.33% of the 13F portfolio, value $9,681,379.

    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 60,244 shares
    Change vs previous 13F -48 shares

    0.33% of the 13F portfolio, value $9,745,686.

    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 60,292 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,109,174.

    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).