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MAGNOLIA CAPITAL MANAGEMENT LTD: IYJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAGNOLIA CAPITAL MANAGEMENT LTD on IYJ, newest first. How the timeline and the estimate are built.

MAGNOLIA CAPITAL MANAGEMENT LTD held 19,966 IYJ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,966 shares
    Change vs previous 13F -110 shares

    2.17% of the 13F portfolio, value $3,062,000.

    13F-HR 0001802361-26-000005 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,076 shares
    Change vs previous 13F 0 shares

    2.31% of the 13F portfolio, value $3,346,000.

    13F-HR 0001802361-26-000004 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    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 20,076 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $2,962,000.

    13F-HR 0001802361-26-000002 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    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 20,076 shares
    Change vs previous 13F -1,934 shares

    2.21% of the 13F portfolio, value $2,975,000.

    13F-HR 0001802361-26-000001 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    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 22,010 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $3,211,000.

    13F-HR 0001802361-25-000006 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    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 22,010 shares
    Change vs previous 13F 0 shares

    2.5% of the 13F portfolio, value $3,132,000.

    13F-HR 0001802361-25-000003 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    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 22,010 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $2,865,000.

    13F-HR 0001802361-25-000002 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    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 22,010 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $2,939,000.

    13F-HR 0001802361-25-000001 filed by MAGNOLIA CAPITAL MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).