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MAGNOLIA CAPITAL ADVISORS LLC: SCHZ position timeline

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

MAGNOLIA CAPITAL ADVISORS LLC held 103,630 SCHZ 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 103,630 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,396,962.

    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 103,630 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,406,289.

    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 103,630 shares
    Change vs previous 13F +103,630 shares

    0.51% of the 13F portfolio, value $2,421,833.

    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 0 shares
    Change vs previous 13F -103,630 shares

    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).

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

  5. period ended2025-06-30
    13F 103,630 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,408,361.

    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 103,630 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,400,071.

    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 103,630 shares
    Change vs previous 13F +51,815 shares

    0.61% of the 13F portfolio, value $2,352,401.

    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 51,815 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,462,249.

    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).