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MAGNOLIA CAPITAL ADVISORS LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAGNOLIA CAPITAL ADVISORS LLC on SCHB, newest first. How the timeline and the estimate are built.

MAGNOLIA CAPITAL ADVISORS LLC held 0 SCHB shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -17,781 shares

    13F-HR 0001765380-26-000216 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 17,781 shares
    Change vs previous 13F +2,185 shares

    0.1% of the 13F portfolio, value $466,396.

    13F-HR 0001803662-26-000001 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 15,596 shares
    Change vs previous 13F -785 shares

    0.1% of the 13F portfolio, value $400,973.

    13F-HR 0001803662-25-000008 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 16,381 shares
    Change vs previous 13F +1,238 shares

    0.1% of the 13F portfolio, value $390,359.

    13F-HR 0001803662-25-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 15,143 shares
    Change vs previous 13F -163 shares

    0.09% of the 13F portfolio, value $326,029.

    13F-HR 0001803662-25-000005 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F/A 15,306 shares
    Change vs previous 13F +11,758 shares

    0.09% of the 13F portfolio, value $347,446.

    13F-HR/A 0001803662-25-000004 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 3,548 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $236,013.

    13F-HR 0001803662-24-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).