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Magnolia Private Wealth, LLC: FNDF position timeline

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

Magnolia Private Wealth, LLC held 38,171 FNDF 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 38,171 shares
    Change vs previous 13F -1,922 shares

    1.11% of the 13F portfolio, value $2,013,902.

    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 40,093 shares
    Change vs previous 13F -750 shares

    1.31% of the 13F portfolio, value $1,961,750.

    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 40,843 shares
    Change vs previous 13F -643 shares

    1.29% of the 13F portfolio, value $1,846,512.

    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 41,486 shares
    Change vs previous 13F -2,496 shares

    1.31% of the 13F portfolio, value $1,782,239.

    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 43,982 shares
    Change vs previous 13F -8,634 shares

    1.36% of the 13F portfolio, value $1,760,160.

    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 52,616 shares
    Change vs previous 13F -3,632 shares

    1.61% of the 13F portfolio, value $1,901,524.

    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 56,248 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,867,980.

    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).