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Magnolia Private Wealth, LLC: BPRE position timeline

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

Magnolia Private Wealth, LLC held 95,768 BPRE 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 95,768 shares
    Change vs previous 13F +13,197 shares

    0.68% of the 13F portfolio, value $1,245,937.

    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 82,571 shares
    Change vs previous 13F +59,150 shares

    0.91% of the 13F portfolio, value $1,371,504.

    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 23,421 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $351,315.

    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).