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Three Magnolias Financial Advisors, LLC: JAAA position timeline

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

Three Magnolias Financial Advisors, LLC held 122,150 JAAA 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 122,150 shares
    Change vs previous 13F -1,118 shares

    3.7% of the 13F portfolio, value $6,164,910.

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

  2. period ended2026-06-30
    13F 123,268 shares
    Change vs previous 13F +4,780 shares

    3.47% of the 13F portfolio, value $6,223,801.

    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 118,488 shares
    Change vs previous 13F +15,921 shares

    3.8% of the 13F portfolio, value $5,968,241.

    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 102,567 shares
    Change vs previous 13F +2,794 shares

    3.22% of the 13F portfolio, value $5,187,839.

    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 99,773 shares
    Change vs previous 13F +5,833 shares

    3.15% of the 13F portfolio, value $5,066,473.

    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 93,940 shares
    Change vs previous 13F +16,332 shares

    3.32% of the 13F portfolio, value $4,767,455.

    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 77,608 shares
    Change vs previous 13F +1,533 shares

    3.33% of the 13F portfolio, value $3,935,502.

    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 76,075 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $3,857,763.

    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).