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Magnolia Private Wealth, LLC: AVUS position timeline

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

Magnolia Private Wealth, LLC held 760,242 AVUS 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 760,242 shares
    Change vs previous 13F -5,244 shares

    7.32% of the 13F portfolio, value $13,340,357.

    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 765,486 shares
    Change vs previous 13F +660,378 shares

    8.16% of the 13F portfolio, value $12,250,458.

    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 105,108 shares
    Change vs previous 13F -127,941 shares

    8.21% of the 13F portfolio, value $11,748,937.

    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 233,049 shares
    Change vs previous 13F +138,555 shares

    7.91% of the 13F portfolio, value $10,792,978.

    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 94,494 shares
    Change vs previous 13F +22,121 shares

    7.39% of the 13F portfolio, value $9,526,902.

    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 72,373 shares
    Change vs previous 13F +10,987 shares

    5.66% of the 13F portfolio, value $6,685,816.

    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 61,386 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $5,950,169.

    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).