Skip to content
Disclosery

MAGNOLIA CAPITAL ADVISORS LLC: SCHY position timeline

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

MAGNOLIA CAPITAL ADVISORS LLC held 176,650 SCHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,650 shares
    Change vs previous 13F -476 shares

    0.96% of the 13F portfolio, value $5,605,075.

    13F-HR 0001765380-26-000400 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).

  2. period ended2026-03-31
    13F 177,126 shares
    Change vs previous 13F -13,152 shares

    1.1% of the 13F portfolio, value $5,607,818.

    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).

  3. period ended2025-12-31
    13F 190,278 shares
    Change vs previous 13F +73,431 shares

    1.19% of the 13F portfolio, value $5,674,098.

    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).

  4. period ended2025-09-30
    13F 116,847 shares
    Change vs previous 13F -75,168 shares

    0.85% of the 13F portfolio, value $3,264,714.

    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).

  5. period ended2025-06-30
    13F 192,015 shares
    Change vs previous 13F +55,766 shares

    1.32% of the 13F portfolio, value $5,251,610.

    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).

  6. period ended2025-03-31
    13F 136,249 shares
    Change vs previous 13F -91,440 shares

    0.94% of the 13F portfolio, value $3,458,000.

    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).

  7. period ended2024-12-31
    13F/A 227,689 shares
    Change vs previous 13F +19,038 shares

    1.36% of the 13F portfolio, value $5,264,171.

    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).

  8. period ended2024-09-30
    13F 208,651 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $5,460,387.

    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).