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Disclosery

JMG Financial Group, Ltd.: VOO position timeline

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

JMG Financial Group, Ltd. held 1,406,914 VOO 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 1,406,914 shares
    Change vs previous 13F +12,151 shares

    23.34% of the 13F portfolio, value $966,282,500.

    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 1,394,763 shares
    Change vs previous 13F +55,474 shares

    22.94% of the 13F portfolio, value $833,440,799.

    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 1,339,289 shares
    Change vs previous 13F -15,594 shares

    23.61% of the 13F portfolio, value $839,908,541.

    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 1,354,883 shares
    Change vs previous 13F -3,905 shares

    23.62% of the 13F portfolio, value $829,703,416.

    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 1,358,788 shares
    Change vs previous 13F -33,344 shares

    23.4% of the 13F portfolio, value $771,832,223.

    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 1,392,132 shares
    Change vs previous 13F +40,183 shares

    24.13% of the 13F portfolio, value $715,430,397.

    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 1,351,949 shares
    Change vs previous 13F +4,701 shares

    24.85% of the 13F portfolio, value $728,443,817.

    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 1,347,248 shares
    Change vs previous 13F not available

    24.28% of the 13F portfolio, value $710,902,302.

    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).