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Three Magnolias Financial Advisors, LLC: QUAL position timeline

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

Three Magnolias Financial Advisors, LLC held 40,305 QUAL 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 40,305 shares
    Change vs previous 13F -772 shares

    5.38% of the 13F portfolio, value $8,957,383.

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

  2. period ended2026-06-30
    13F 41,077 shares
    Change vs previous 13F -7,862 shares

    5.02% of the 13F portfolio, value $9,013,526.

    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 48,939 shares
    Change vs previous 13F +887 shares

    5.97% of the 13F portfolio, value $9,386,990.

    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 48,052 shares
    Change vs previous 13F -989 shares

    5.93% of the 13F portfolio, value $9,544,088.

    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 49,041 shares
    Change vs previous 13F +184 shares

    5.94% of the 13F portfolio, value $9,538,475.

    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 48,857 shares
    Change vs previous 13F +1,830 shares

    6.22% of the 13F portfolio, value $8,932,037.

    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 47,027 shares
    Change vs previous 13F -1,111 shares

    6.81% of the 13F portfolio, value $8,036,444.

    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 48,138 shares
    Change vs previous 13F not available

    9.01% of the 13F portfolio, value $8,572,415.

    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).