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Disclosery

Magnolia Private Wealth, LLC: BAI position timeline

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

Magnolia Private Wealth, LLC held 26,649 BAI 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 26,649 shares
    Change vs previous 13F +9,419 shares

    0.77% of the 13F portfolio, value $1,404,935.

    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 17,230 shares
    Change vs previous 13F +8,281 shares

    0.38% of the 13F portfolio, value $567,729.

    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 8,949 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $298,002.

    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).