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Three Magnolias Financial Advisors, LLC: DES position timeline

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

Three Magnolias Financial Advisors, LLC held 6,962 DES 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 6,962 shares
    Change vs previous 13F -300 shares

    0.16% of the 13F portfolio, value $263,860.

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

  2. period ended2026-06-30
    13F 7,262 shares
    Change vs previous 13F -1,695 shares

    0.16% of the 13F portfolio, value $295,418.

    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 8,957 shares
    Change vs previous 13F -3,082 shares

    0.2% of the 13F portfolio, value $321,925.

    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 12,039 shares
    Change vs previous 13F -2,210 shares

    0.25% of the 13F portfolio, value $402,701.

    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 14,249 shares
    Change vs previous 13F -8,555 shares

    0.3% of the 13F portfolio, value $479,893.

    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 22,804 shares
    Change vs previous 13F -25,789 shares

    0.5% of the 13F portfolio, value $724,241.

    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 48,593 shares
    Change vs previous 13F -1,663 shares

    1.32% of the 13F portfolio, value $1,553,046.

    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 50,256 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $1,726,285.

    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).