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Three Magnolias Financial Advisors, LLC: OAKM position timeline

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

Three Magnolias Financial Advisors, LLC held 221,422 OAKM 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 221,422 shares
    Change vs previous 13F -1,920 shares

    3.9% of the 13F portfolio, value $6,500,950.

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

  2. period ended2026-06-30
    13F 223,342 shares
    Change vs previous 13F +20,679 shares

    3.51% of the 13F portfolio, value $6,291,544.

    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 202,663 shares
    Change vs previous 13F +4,921 shares

    3.55% of the 13F portfolio, value $5,586,406.

    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 197,742 shares
    Change vs previous 13F -6,770 shares

    3.48% of the 13F portfolio, value $5,607,963.

    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 204,512 shares
    Change vs previous 13F +16,407 shares

    3.41% of the 13F portfolio, value $5,476,831.

    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 188,105 shares
    Change vs previous 13F +57,560 shares

    3.36% of the 13F portfolio, value $4,830,536.

    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 130,545 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $3,191,825.

    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).