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Three Magnolias Financial Advisors, LLC: VUG position timeline

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

Three Magnolias Financial Advisors, LLC held 13,169 VUG 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 13,169 shares
    Change vs previous 13F -2,288 shares

    0.71% of the 13F portfolio, value $1,186,674.

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

  2. period ended2026-06-30
    13F 15,457 shares
    Change vs previous 13F +12,823 shares

    0.74% of the 13F portfolio, value $1,331,499.

    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 2,634 shares
    Change vs previous 13F -487 shares

    0.73% of the 13F portfolio, value $1,150,643.

    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 3,121 shares
    Change vs previous 13F +102 shares

    0.95% of the 13F portfolio, value $1,522,626.

    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 3,019 shares
    Change vs previous 13F -26 shares

    0.9% of the 13F portfolio, value $1,447,916.

    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 3,045 shares
    Change vs previous 13F -162 shares

    0.93% of the 13F portfolio, value $1,334,856.

    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 3,207 shares
    Change vs previous 13F +999 shares

    1.01% of the 13F portfolio, value $1,189,159.

    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 2,208 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $906,061.

    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).