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Magnolia Private Wealth, LLC: FNDE position timeline

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

Magnolia Private Wealth, LLC held 21,905 FNDE 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 21,905 shares
    Change vs previous 13F -694 shares

    0.48% of the 13F portfolio, value $869,186.

    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 22,599 shares
    Change vs previous 13F -1,361 shares

    0.58% of the 13F portfolio, value $864,638.

    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 23,960 shares
    Change vs previous 13F -1,898 shares

    0.6% of the 13F portfolio, value $863,998.

    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 25,858 shares
    Change vs previous 13F -1,607 shares

    0.69% of the 13F portfolio, value $935,025.

    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 27,465 shares
    Change vs previous 13F -9,355 shares

    0.7% of the 13F portfolio, value $906,620.

    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 36,820 shares
    Change vs previous 13F -5,932 shares

    0.96% of the 13F portfolio, value $1,134,052.

    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 42,752 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,241,942.

    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).