Skip to content
Disclosery

Magnolia Private Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Magnolia Private Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

Magnolia Private Wealth, LLC held 18,730 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,730 shares
    Change vs previous 13F +779 shares

    2.98% of the 13F portfolio, value $5,419,842.

    13F-HR 0002055130-26-000003 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,951 shares
    Change vs previous 13F +500 shares

    3.04% of the 13F portfolio, value $4,555,672.

    13F-HR 0002055130-26-000002 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,451 shares
    Change vs previous 13F +526 shares

    3.32% of the 13F portfolio, value $4,744,121.

    13F-HR 0002055130-26-000001 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,925 shares
    Change vs previous 13F +1,252 shares

    3.16% of the 13F portfolio, value $4,309,523.

    13F-HR 0002055130-25-000005 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,673 shares
    Change vs previous 13F -150 shares

    2.49% of the 13F portfolio, value $3,215,731.

    13F-HR 0002055130-25-000004 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,823 shares
    Change vs previous 13F +1,296 shares

    2.97% of the 13F portfolio, value $3,514,811.

    13F-HR 0002055130-25-000003 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,527 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $3,637,878.

    13F-HR 0002055130-25-000001 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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