Three Magnolias Financial Advisors, LLC: ORC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Three Magnolias Financial Advisors, LLC on ORC, newest first. How the timeline and the estimate are built.
Three Magnolias Financial Advisors, LLC held 15,001 ORC shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 15,001 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $81,455.
13F-HR 0002056795-26-000005 filed by Three Magnolias Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 15,001 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $104,557.
13F-HR 0002056795-26-000003 filed by Three Magnolias Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,001 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $105,457.
13F-HR 0002056795-26-000002 filed by Three Magnolias Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,001 sharesChange vs previous 13F +4,906 shares
0.07% of the 13F portfolio, value $108,007.
13F-HR 0002056795-26-000001 filed by Three Magnolias Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,095 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $70,769.
13F-HR 0002056795-25-000006 filed by Three Magnolias Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).