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Three Magnolias Financial Advisors, LLC: PLTR position timeline

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

Three Magnolias Financial Advisors, LLC held 19,705 PLTR 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 19,705 shares
    Change vs previous 13F -4,650 shares

    2.21% of the 13F portfolio, value $3,685,820.

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

  2. period ended2026-06-30
    13F 24,355 shares
    Change vs previous 13F -1,525 shares

    1.58% of the 13F portfolio, value $2,841,498.

    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 25,880 shares
    Change vs previous 13F -875 shares

    2.41% of the 13F portfolio, value $3,785,726.

    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 26,755 shares
    Change vs previous 13F -1,745 shares

    2.95% of the 13F portfolio, value $4,755,701.

    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 28,500 shares
    Change vs previous 13F +200 shares

    3.24% of the 13F portfolio, value $5,198,970.

    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 28,300 shares
    Change vs previous 13F -1,300 shares

    2.68% of the 13F portfolio, value $3,857,856.

    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 29,600 shares
    Change vs previous 13F +7,450 shares

    2.12% of the 13F portfolio, value $2,498,240.

    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 22,150 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,675,205.

    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).