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Magnolia Private Wealth, LLC: IQLT position timeline

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

Magnolia Private Wealth, LLC held 22,279 IQLT 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 22,279 shares
    Change vs previous 13F -8,475 shares

    0.61% of the 13F portfolio, value $1,103,924.

    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 30,754 shares
    Change vs previous 13F -2,478 shares

    0.95% of the 13F portfolio, value $1,421,757.

    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 33,232 shares
    Change vs previous 13F -689 shares

    1.06% of the 13F portfolio, value $1,510,394.

    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 33,921 shares
    Change vs previous 13F -17,942 shares

    1.1% of the 13F portfolio, value $1,498,969.

    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 51,863 shares
    Change vs previous 13F -338 shares

    1.74% of the 13F portfolio, value $2,241,519.

    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 52,201 shares
    Change vs previous 13F -9,275 shares

    1.75% of the 13F portfolio, value $2,071,858.

    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 61,476 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,281,989.

    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).