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Magnolia Private Wealth, LLC: DFAI position timeline

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

Magnolia Private Wealth, LLC held 62,029 DFAI 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 62,029 shares
    Change vs previous 13F -15,457 shares

    1.4% of the 13F portfolio, value $2,558,696.

    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 77,486 shares
    Change vs previous 13F -951 shares

    2.01% of the 13F portfolio, value $3,018,855.

    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 78,437 shares
    Change vs previous 13F +514 shares

    2.09% of the 13F portfolio, value $2,989,234.

    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 77,923 shares
    Change vs previous 13F +16,914 shares

    2.08% of the 13F portfolio, value $2,832,501.

    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 61,009 shares
    Change vs previous 13F +2,256 shares

    1.63% of the 13F portfolio, value $2,109,081.

    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 58,753 shares
    Change vs previous 13F +20,454 shares

    1.55% of the 13F portfolio, value $1,834,856.

    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 38,299 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,118,331.

    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).