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Magnolia Private Wealth, LLC: BOXX position timeline

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

Magnolia Private Wealth, LLC held 7,221 BOXX 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 7,221 shares
    Change vs previous 13F -8,218 shares

    0.46% of the 13F portfolio, value $845,507.

    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 15,439 shares
    Change vs previous 13F +7,781 shares

    1.2% of the 13F portfolio, value $1,795,401.

    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 7,658 shares
    Change vs previous 13F -1,306 shares

    0.62% of the 13F portfolio, value $881,436.

    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 8,964 shares
    Change vs previous 13F +50 shares

    0.75% of the 13F portfolio, value $1,020,641.

    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 8,914 shares
    Change vs previous 13F -6,761 shares

    0.78% of the 13F portfolio, value $1,004,430.

    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 15,675 shares
    Change vs previous 13F -9,245 shares

    1.48% of the 13F portfolio, value $1,747,606.

    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 24,920 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,748,178.

    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).