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Disclosery

JMG Financial Group, Ltd.: XLK position timeline

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

JMG Financial Group, Ltd. held 26,154 XLK 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 26,154 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $4,982,808.

    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 26,154 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $3,475,814.

    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 26,153 shares
    Change vs previous 13F +13,044 shares

    0.11% of the 13F portfolio, value $3,765,300.

    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 13,109 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $3,694,995.

    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 13,110 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,319,912.

    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 13,110 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,706,990.

    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 13,110 shares
    Change vs previous 13F +84 shares

    0.1% of the 13F portfolio, value $3,048,359.

    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 13,026 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,940,753.

    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).