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Three Magnolias Financial Advisors, LLC: JMBS position timeline

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

Three Magnolias Financial Advisors, LLC held 133,480 JMBS 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 133,480 shares
    Change vs previous 13F +82,798 shares

    3.39% of the 13F portfolio, value $5,640,847.

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

  2. period ended2026-06-30
    13F 50,682 shares
    Change vs previous 13F -28,501 shares

    1.27% of the 13F portfolio, value $2,280,183.

    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 79,183 shares
    Change vs previous 13F +188 shares

    2.28% of the 13F portfolio, value $3,577,488.

    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 78,995 shares
    Change vs previous 13F -22,570 shares

    2.24% of the 13F portfolio, value $3,609,282.

    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 101,565 shares
    Change vs previous 13F +6,307 shares

    2.89% of the 13F portfolio, value $4,638,474.

    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 95,258 shares
    Change vs previous 13F +13,687 shares

    2.99% of the 13F portfolio, value $4,291,373.

    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 81,571 shares
    Change vs previous 13F +1,315 shares

    3.12% of the 13F portfolio, value $3,687,009.

    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 80,256 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $3,545,710.

    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).