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Three Magnolias Financial Advisors, LLC: USFR position timeline

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

Three Magnolias Financial Advisors, LLC held 18,968 USFR 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 18,968 shares
    Change vs previous 13F +4,707 shares

    0.57% of the 13F portfolio, value $955,822.

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

  2. period ended2026-06-30
    13F 14,261 shares
    Change vs previous 13F -3,101 shares

    0.4% of the 13F portfolio, value $718,041.

    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 17,362 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $874,003.

    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 17,364 shares
    Change vs previous 13F -374 shares

    0.54% of the 13F portfolio, value $873,756.

    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 17,738 shares
    Change vs previous 13F +440 shares

    0.56% of the 13F portfolio, value $891,689.

    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 17,298 shares
    Change vs previous 13F -1,624 shares

    0.61% of the 13F portfolio, value $870,262.

    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 18,922 shares
    Change vs previous 13F -2,074 shares

    0.81% of the 13F portfolio, value $952,344.

    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 20,996 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,056,518.

    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).