Skip to content
Disclosery

Three Magnolias Financial Advisors, LLC: SMH position timeline

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

Three Magnolias Financial Advisors, LLC held 7,329 SMH 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 7,329 shares
    Change vs previous 13F -965 shares

    2.68% of the 13F portfolio, value $4,463,361.

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

  2. period ended2026-06-30
    13F 8,294 shares
    Change vs previous 13F -380 shares

    3.03% of the 13F portfolio, value $5,439,952.

    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 8,674 shares
    Change vs previous 13F +179 shares

    2.12% of the 13F portfolio, value $3,325,612.

    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 8,495 shares
    Change vs previous 13F +98 shares

    1.9% of the 13F portfolio, value $3,059,304.

    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 8,397 shares
    Change vs previous 13F +589 shares

    1.71% of the 13F portfolio, value $2,740,445.

    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 7,808 shares
    Change vs previous 13F -527 shares

    1.52% of the 13F portfolio, value $2,177,495.

    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 8,335 shares
    Change vs previous 13F +1,693 shares

    1.49% of the 13F portfolio, value $1,762,602.

    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 6,642 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,608,493.

    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).