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Three Magnolias Financial Advisors, LLC: JEPI position timeline

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

Three Magnolias Financial Advisors, LLC held 116,984 JEPI 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 116,984 shares
    Change vs previous 13F -2,999 shares

    3.95% of the 13F portfolio, value $6,576,840.

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

  2. period ended2026-06-30
    13F 119,983 shares
    Change vs previous 13F +33,882 shares

    3.78% of the 13F portfolio, value $6,776,640.

    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 86,101 shares
    Change vs previous 13F +4,668 shares

    3.11% of the 13F portfolio, value $4,880,205.

    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 81,433 shares
    Change vs previous 13F +293 shares

    2.9% of the 13F portfolio, value $4,661,225.

    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 81,140 shares
    Change vs previous 13F -2,821 shares

    2.88% of the 13F portfolio, value $4,633,094.

    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 83,961 shares
    Change vs previous 13F +37,629 shares

    3.32% of the 13F portfolio, value $4,773,183.

    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 46,332 shares
    Change vs previous 13F +7,856 shares

    2.24% of the 13F portfolio, value $2,647,410.

    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 38,476 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $2,213,524.

    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).