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Magnolia Private Wealth, LLC: BRK-B position timeline

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

Magnolia Private Wealth, LLC held 3,729 BRK-B 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 3,729 shares
    Change vs previous 13F +201 shares

    1.02% of the 13F portfolio, value $1,865,954.

    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 3,528 shares
    Change vs previous 13F +104 shares

    1.13% of the 13F portfolio, value $1,690,618.

    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 3,424 shares
    Change vs previous 13F +11 shares

    1.2% of the 13F portfolio, value $1,721,074.

    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 3,413 shares
    Change vs previous 13F +9 shares

    1.26% of the 13F portfolio, value $1,715,852.

    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 3,404 shares
    Change vs previous 13F -13 shares

    1.28% of the 13F portfolio, value $1,653,561.

    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 3,417 shares
    Change vs previous 13F +187 shares

    1.54% of the 13F portfolio, value $1,819,826.

    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 3,230 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,464,094.

    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).