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Disclosery

JMG Financial Group, Ltd.: VTIP position timeline

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

JMG Financial Group, Ltd. held 57,430 VTIP 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 57,430 shares
    Change vs previous 13F +608 shares

    0.07% of the 13F portfolio, value $2,884,690.

    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 56,822 shares
    Change vs previous 13F +1,335 shares

    0.08% of the 13F portfolio, value $2,838,276.

    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 55,487 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $2,744,404.

    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 55,293 shares
    Change vs previous 13F -1,492 shares

    0.08% of the 13F portfolio, value $2,799,473.

    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 56,785 shares
    Change vs previous 13F +1,561 shares

    0.09% of the 13F portfolio, value $2,854,584.

    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 55,224 shares
    Change vs previous 13F -933 shares

    0.09% of the 13F portfolio, value $2,755,700.

    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 56,157 shares
    Change vs previous 13F -1,601 shares

    0.09% of the 13F portfolio, value $2,719,144.

    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 57,758 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,848,058.

    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).