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Disclosery

JMG Financial Group, Ltd.: VV position timeline

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

JMG Financial Group, Ltd. held 145,565 VV 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 145,565 shares
    Change vs previous 13F -1,501 shares

    1.21% of the 13F portfolio, value $50,061,152.

    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 147,066 shares
    Change vs previous 13F -484 shares

    1.21% of the 13F portfolio, value $43,950,581.

    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 147,550 shares
    Change vs previous 13F -4,402 shares

    1.31% of the 13F portfolio, value $46,448,642.

    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 151,952 shares
    Change vs previous 13F -1,048 shares

    1.33% of the 13F portfolio, value $46,779,847.

    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 153,000 shares
    Change vs previous 13F -876 shares

    1.32% of the 13F portfolio, value $43,650,811.

    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 153,876 shares
    Change vs previous 13F -8,794 shares

    1.33% of the 13F portfolio, value $39,550,668.

    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 162,670 shares
    Change vs previous 13F -2,007 shares

    1.5% of the 13F portfolio, value $43,872,015.

    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 164,677 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $43,357,725.

    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).