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Magnolia Private Wealth, LLC: IEF position timeline

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

Magnolia Private Wealth, LLC held 354,106 IEF 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 354,106 shares
    Change vs previous 13F +6,335 shares

    1.4% of the 13F portfolio, value $2,551,349.

    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 347,771 shares
    Change vs previous 13F +332,796 shares

    1.31% of the 13F portfolio, value $1,967,113.

    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 14,975 shares
    Change vs previous 13F +1,366 shares

    1.01% of the 13F portfolio, value $1,440,027.

    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 13,609 shares
    Change vs previous 13F -1,427 shares

    0.96% of the 13F portfolio, value $1,312,771.

    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 15,036 shares
    Change vs previous 13F -182,954 shares

    1.12% of the 13F portfolio, value $1,440,009.

    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 197,990 shares
    Change vs previous 13F +190,875 shares

    1.12% of the 13F portfolio, value $1,329,532.

    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 7,115 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $657,789.

    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).