Skip to content
Disclosery

Three Magnolias Financial Advisors, LLC: QQQ position timeline

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

Three Magnolias Financial Advisors, LLC held 6,662 QQQ 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 6,662 shares
    Change vs previous 13F -1,237 shares

    2.96% of the 13F portfolio, value $4,928,542.

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

  2. period ended2026-06-30
    13F 7,899 shares
    Change vs previous 13F +176 shares

    3.24% of the 13F portfolio, value $5,816,998.

    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 7,723 shares
    Change vs previous 13F -287 shares

    2.84% of the 13F portfolio, value $4,457,698.

    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 8,010 shares
    Change vs previous 13F +76 shares

    3.06% of the 13F portfolio, value $4,920,750.

    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 7,934 shares
    Change vs previous 13F +442 shares

    2.97% of the 13F portfolio, value $4,763,434.

    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 7,492 shares
    Change vs previous 13F -267 shares

    2.88% of the 13F portfolio, value $4,132,971.

    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 7,759 shares
    Change vs previous 13F +1,175 shares

    3.08% of the 13F portfolio, value $3,638,414.

    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 6,584 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $3,366,008.

    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).