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Three Magnolias Financial Advisors, LLC: VNLA position timeline

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

Three Magnolias Financial Advisors, LLC held 47,734 VNLA 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 47,734 shares
    Change vs previous 13F -180,238 shares

    1.39% of the 13F portfolio, value $2,317,978.

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

  2. period ended2026-06-30
    13F 227,972 shares
    Change vs previous 13F +12,453 shares

    6.21% of the 13F portfolio, value $11,139,845.

    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 215,519 shares
    Change vs previous 13F +11,293 shares

    6.7% of the 13F portfolio, value $10,530,258.

    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 204,226 shares
    Change vs previous 13F +9,271 shares

    6.23% of the 13F portfolio, value $10,035,666.

    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 194,955 shares
    Change vs previous 13F +9,933 shares

    5.98% of the 13F portfolio, value $9,609,332.

    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 185,022 shares
    Change vs previous 13F +52,021 shares

    6.33% of the 13F portfolio, value $9,103,082.

    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 133,001 shares
    Change vs previous 13F +4,539 shares

    5.54% of the 13F portfolio, value $6,536,999.

    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 128,462 shares
    Change vs previous 13F not available

    6.6% of the 13F portfolio, value $6,283,076.

    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).