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Three Magnolias Financial Advisors, LLC: QYLD position timeline

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

Three Magnolias Financial Advisors, LLC held 0 QYLD shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,072 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 10,072 shares
    Change vs previous 13F -39,035 shares

    0.11% of the 13F portfolio, value $171,325.

    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).

  3. period ended2025-06-30
    13F 49,107 shares
    Change vs previous 13F -37,241 shares

    0.57% of the 13F portfolio, value $821,069.

    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).

  4. period ended2025-03-31
    13F 86,348 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,435,967.

    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).