A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Three Magnolias Financial Advisors, LLC.

Business address: 110 Oakwood Drive, Ste 480, Winston Salem, NC, 27103
Top securities (13F): SCHG, DGRW, JEPQ, VNLA, QUAL, OAKM, JAAA, GQI, QQQ, NVDA, PLTR, JEPI, JSMD, AAPL, JMBS, MSFT, AMZN, SMH, GOOG, and COR
State of incorporation: NC
Fiscal year end: 31 December
Former names: Blue Rock Wealth Management LLC (to 20 May 2025)

Three Magnolias Financial Advisors, LLC has filed 4 SEC EDGAR filings since 14 Feb 2025

Recent SEC filings for Three Magnolias Financial Advisors, LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	21 Oct 2025	30 Jun 2025	028-25326
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	21 Oct 2025	30 Sep 2025	028-25326
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	20 May 2025	31 Mar 2025	028-25326
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Feb 2025	31 Dec 2024	028-25326

Three Magnolias Financial Advisors, LLC files with the SEC under CIK 0002056795. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.