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Disclosery

Magnolia Private Wealth, LLC: GLDM position timeline

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

Magnolia Private Wealth, LLC held 147,199 GLDM 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 147,199 shares
    Change vs previous 13F +842 shares

    1.67% of the 13F portfolio, value $3,048,033.

    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 146,357 shares
    Change vs previous 13F +116,009 shares

    2.31% of the 13F portfolio, value $3,460,859.

    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 30,348 shares
    Change vs previous 13F -18,317 shares

    1.81% of the 13F portfolio, value $2,590,809.

    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 48,665 shares
    Change vs previous 13F +22,203 shares

    1.61% of the 13F portfolio, value $2,192,577.

    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 26,462 shares
    Change vs previous 13F +8,961 shares

    1.34% of the 13F portfolio, value $1,733,790.

    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 17,501 shares
    Change vs previous 13F -417 shares

    0.92% of the 13F portfolio, value $1,083,137.

    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 17,918 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $931,557.

    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).