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Three Magnolias Financial Advisors, LLC → USA
Three Magnolias Financial Advisors, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
4
Latest value
$87K
Q3 2026
Peak value
$87K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $63K |
| Q1 2026 | $69K |
| Q2 2026 | $87K |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 15.0K | — | — |
| Q2 2026 | $87K | 15.0K | — | — |
| Q1 2026 | $69K | 12.5K | — | — |
| Q4 2025 | $63K | 10.0K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M