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Magnolia Private Wealth, LLC: GDE position timeline

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

Magnolia Private Wealth, LLC held 204,920 GDE 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 204,920 shares
    Change vs previous 13F -8,535 shares

    3.24% of the 13F portfolio, value $5,896,624.

    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 213,455 shares
    Change vs previous 13F +106,838 shares

    4.4% of the 13F portfolio, value $6,604,430.

    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 106,617 shares
    Change vs previous 13F -8,561 shares

    4.59% of the 13F portfolio, value $6,569,731.

    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 115,178 shares
    Change vs previous 13F +24,177 shares

    4.2% of the 13F portfolio, value $5,723,911.

    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 91,001 shares
    Change vs previous 13F -112,631 shares

    3.33% of the 13F portfolio, value $4,291,607.

    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 203,632 shares
    Change vs previous 13F +164,082 shares

    2.11% of the 13F portfolio, value $2,491,769.

    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 39,550 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,466,910.

    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).