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Three Magnolias Financial Advisors, LLC: XLK position timeline

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

Three Magnolias Financial Advisors, LLC held 7,482 XLK 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 7,482 shares
    Change vs previous 13F -3,000 shares

    0.88% of the 13F portfolio, value $1,464,602.

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

  2. period ended2026-06-30
    13F 10,482 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $1,997,031.

    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 10,482 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,393,058.

    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 10,482 shares
    Change vs previous 13F +5,241 shares

    0.94% of the 13F portfolio, value $1,509,094.

    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 5,241 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,477,228.

    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 5,241 shares
    Change vs previous 13F -150 shares

    0.92% of the 13F portfolio, value $1,327,178.

    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 5,391 shares
    Change vs previous 13F +1,282 shares

    0.94% of the 13F portfolio, value $1,113,134.

    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 4,109 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $955,425.

    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).