Three Magnolias Financial Advisors, LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 2056795
WINSTON-SALEM, NC
All Filings in OAKM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $5,586,405 | 202,663 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 OAKM | $5,607,963 | 197,742 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 OAKM | $5,476,831 | 204,512 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 OAKM | $4,830,536 | 188,105 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 OAKM | $3,191,825 | 130,545 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||