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Three Magnolias Financial Advisors, LLC: SCHG position timeline

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

Three Magnolias Financial Advisors, LLC held 461,884 SCHG 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 461,884 shares
    Change vs previous 13F -2,104 shares

    9.96% of the 13F portfolio, value $16,595,489.

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

  2. period ended2026-06-30
    13F 463,988 shares
    Change vs previous 13F -9,510 shares

    8.75% of the 13F portfolio, value $15,701,367.

    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 473,498 shares
    Change vs previous 13F +6,545 shares

    8.78% of the 13F portfolio, value $13,793,002.

    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 466,953 shares
    Change vs previous 13F -10,191 shares

    9.46% of the 13F portfolio, value $15,231,995.

    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 477,144 shares
    Change vs previous 13F -977 shares

    9.48% of the 13F portfolio, value $15,225,653.

    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 478,121 shares
    Change vs previous 13F +87,392 shares

    9.72% of the 13F portfolio, value $13,965,912.

    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 390,729 shares
    Change vs previous 13F +27,378 shares

    8.29% of the 13F portfolio, value $9,783,849.

    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 363,351 shares
    Change vs previous 13F not available

    10.64% of the 13F portfolio, value $10,126,584.

    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).