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Three Magnolias Financial Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Three Magnolias Financial Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Three Magnolias Financial Advisors, LLC held 14,691 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,691 shares
    Change vs previous 13F -3,555 shares

    2.94% of the 13F portfolio, value $4,892,397.

    13F-HR 0002056795-26-000005 filed by Three Magnolias Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,246 shares
    Change vs previous 13F -10 shares

    2.94% of the 13F portfolio, value $5,279,663.

    13F-HR 0002056795-26-000003 filed by Three Magnolias Financial 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 ended2026-03-31
    13F 18,256 shares
    Change vs previous 13F +2,750 shares

    2.95% of the 13F portfolio, value $4,633,190.

    13F-HR 0002056795-26-000002 filed by Three Magnolias Financial 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 ended2025-12-31
    13F 15,506 shares
    Change vs previous 13F -205 shares

    2.62% of the 13F portfolio, value $4,215,461.

    13F-HR 0002056795-26-000001 filed by Three Magnolias Financial 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 ended2025-09-30
    13F 15,711 shares
    Change vs previous 13F +847 shares

    2.49% of the 13F portfolio, value $4,000,492.

    13F-HR 0002056795-25-000006 filed by Three Magnolias Financial 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 ended2025-06-30
    13F 14,864 shares
    Change vs previous 13F -480 shares

    2.12% of the 13F portfolio, value $3,049,647.

    13F-HR 0002056795-25-000007 filed by Three Magnolias Financial 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 ended2025-03-31
    13F 15,344 shares
    Change vs previous 13F +7,005 shares

    2.89% of the 13F portfolio, value $3,408,363.

    13F-HR 0002056795-25-000002 filed by Three Magnolias Financial 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 ended2024-12-31
    13F 8,339 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,088,252.

    13F-HR 0002056795-25-000001 filed by Three Magnolias Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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