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Magnolia Private Wealth, LLC: FNDA position timeline

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

Magnolia Private Wealth, LLC held 8,951 FNDA 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 8,951 shares
    Change vs previous 13F -1,325 shares

    0.19% of the 13F portfolio, value $340,675.

    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 10,276 shares
    Change vs previous 13F -417 shares

    0.22% of the 13F portfolio, value $333,248.

    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 10,693 shares
    Change vs previous 13F -125 shares

    0.24% of the 13F portfolio, value $336,936.

    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 10,818 shares
    Change vs previous 13F -1,486 shares

    0.25% of the 13F portfolio, value $337,089.

    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 12,304 shares
    Change vs previous 13F -1,402 shares

    0.27% of the 13F portfolio, value $352,510.

    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 13,706 shares
    Change vs previous 13F -4,551 shares

    0.32% of the 13F portfolio, value $375,419.

    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 18,257 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $542,234.

    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).