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Disclosery

JMG Financial Group, Ltd.: XLF position timeline

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

JMG Financial Group, Ltd. held 10,054 XLF 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 10,054 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $538,995.

    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 10,054 shares
    Change vs previous 13F +1,500 shares

    0.01% of the 13F portfolio, value $496,366.

    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 8,554 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $468,503.

    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 8,554 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $460,804.

    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 8,554 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $447,973.

    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 8,554 shares
    Change vs previous 13F +1,789 shares

    0.01% of the 13F portfolio, value $426,075.

    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 6,765 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $326,952.

    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 6,765 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $306,590.

    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).