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Three Magnolias Financial Advisors, LLC: WMT position timeline

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

Three Magnolias Financial Advisors, LLC held 5,216 WMT 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 5,216 shares
    Change vs previous 13F -700 shares

    0.33% of the 13F portfolio, value $542,047.

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

  2. period ended2026-06-30
    13F 5,916 shares
    Change vs previous 13F +1,450 shares

    0.37% of the 13F portfolio, value $670,046.

    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 4,466 shares
    Change vs previous 13F -1,100 shares

    0.35% of the 13F portfolio, value $555,034.

    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 5,566 shares
    Change vs previous 13F +1,100 shares

    0.39% of the 13F portfolio, value $620,108.

    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 4,466 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $460,266.

    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).