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Magnolia Private Wealth, LLC: IWD position timeline

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

Magnolia Private Wealth, LLC held 4,302 IWD 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 4,302 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,042,934.

    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 4,302 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $919,208.

    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 4,302 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $904,883.

    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 4,302 shares
    Change vs previous 13F -6 shares

    0.64% of the 13F portfolio, value $875,844.

    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 4,308 shares
    Change vs previous 13F -246 shares

    0.65% of the 13F portfolio, value $836,743.

    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 4,554 shares
    Change vs previous 13F -9 shares

    0.73% of the 13F portfolio, value $856,881.

    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 4,563 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $844,748.

    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).