Skip to content
Disclosery

Three Magnolias Financial Advisors, LLC: MSFT position timeline

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

Three Magnolias Financial Advisors, LLC held 5,578 MSFT 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 5,578 shares
    Change vs previous 13F -1,387 shares

    1.72% of the 13F portfolio, value $2,860,823.

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

  2. period ended2026-06-30
    13F 6,965 shares
    Change vs previous 13F -562 shares

    1.45% of the 13F portfolio, value $2,598,121.

    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 7,527 shares
    Change vs previous 13F +140 shares

    1.77% of the 13F portfolio, value $2,786,287.

    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 7,387 shares
    Change vs previous 13F -339 shares

    2.22% of the 13F portfolio, value $3,572,511.

    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 7,726 shares
    Change vs previous 13F +379 shares

    2.49% of the 13F portfolio, value $4,001,682.

    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 7,347 shares
    Change vs previous 13F -24 shares

    2.54% of the 13F portfolio, value $3,654,471.

    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 7,371 shares
    Change vs previous 13F +3,957 shares

    2.34% of the 13F portfolio, value $2,767,000.

    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 3,414 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,439,001.

    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).