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Magnolia Private Wealth, LLC: FNDX position timeline

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

Magnolia Private Wealth, LLC held 131,420 FNDX 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 131,420 shares
    Change vs previous 13F -30,050 shares

    2.24% of the 13F portfolio, value $4,087,153.

    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 161,470 shares
    Change vs previous 13F -19,333 shares

    3% of the 13F portfolio, value $4,496,930.

    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 180,803 shares
    Change vs previous 13F -20,188 shares

    3.44% of the 13F portfolio, value $4,919,638.

    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 200,991 shares
    Change vs previous 13F -22,636 shares

    3.88% of the 13F portfolio, value $5,286,072.

    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 223,627 shares
    Change vs previous 13F -33,888 shares

    4.25% of the 13F portfolio, value $5,487,812.

    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 257,515 shares
    Change vs previous 13F -8,864 shares

    5.14% of the 13F portfolio, value $6,079,929.

    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 266,379 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $6,307,852.

    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).