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Magnolia Private Wealth, LLC: CTA position timeline

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

Magnolia Private Wealth, LLC held 59,357 CTA 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 59,357 shares
    Change vs previous 13F +15,689 shares

    0.85% of the 13F portfolio, value $1,539,709.

    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 43,668 shares
    Change vs previous 13F +9,342 shares

    0.88% of the 13F portfolio, value $1,319,655.

    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 34,326 shares
    Change vs previous 13F -29,942 shares

    0.65% of the 13F portfolio, value $935,731.

    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 64,268 shares
    Change vs previous 13F -7,867 shares

    1.32% of the 13F portfolio, value $1,797,587.

    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 72,135 shares
    Change vs previous 13F +45,699 shares

    1.5% of the 13F portfolio, value $1,928,902.

    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 26,436 shares
    Change vs previous 13F +13,681 shares

    0.66% of the 13F portfolio, value $782,509.

    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 12,755 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $355,737.

    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).