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Disclosery

JMG Financial Group, Ltd.: VTV position timeline

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

JMG Financial Group, Ltd. held 48,584 VTV 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 48,584 shares
    Change vs previous 13F -305 shares

    0.26% of the 13F portfolio, value $10,587,816.

    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 48,889 shares
    Change vs previous 13F -296 shares

    0.26% of the 13F portfolio, value $9,591,962.

    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 49,185 shares
    Change vs previous 13F +892 shares

    0.26% of the 13F portfolio, value $9,393,793.

    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 48,293 shares
    Change vs previous 13F -370 shares

    0.26% of the 13F portfolio, value $9,006,158.

    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 48,663 shares
    Change vs previous 13F -337 shares

    0.26% of the 13F portfolio, value $8,600,708.

    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 49,000 shares
    Change vs previous 13F -638 shares

    0.29% of the 13F portfolio, value $8,464,269.

    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 49,638 shares
    Change vs previous 13F -1,970 shares

    0.29% of the 13F portfolio, value $8,403,721.

    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 51,608 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $9,009,223.

    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).