Skip to content
Disclosery

JMG Financial Group, Ltd.: VOT position timeline

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

JMG Financial Group, Ltd. held 24,594 VOT 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 24,594 shares
    Change vs previous 13F -1,435 shares

    0.18% of the 13F portfolio, value $7,533,028.

    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 26,029 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $6,698,467.

    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 26,029 shares
    Change vs previous 13F -913 shares

    0.2% of the 13F portfolio, value $7,265,631.

    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 26,942 shares
    Change vs previous 13F -131 shares

    0.23% of the 13F portfolio, value $7,915,321.

    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 27,073 shares
    Change vs previous 13F -3 shares

    0.23% of the 13F portfolio, value $7,699,304.

    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 27,076 shares
    Change vs previous 13F -128 shares

    0.22% of the 13F portfolio, value $6,623,885.

    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 27,204 shares
    Change vs previous 13F +19 shares

    0.24% of the 13F portfolio, value $6,903,010.

    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 27,185 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,618,710.

    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).