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Magnolia Private Wealth, LLC: JBBB position timeline

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

Magnolia Private Wealth, LLC held 5,621 JBBB 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 5,621 shares
    Change vs previous 13F +747 shares

    0.15% of the 13F portfolio, value $266,154.

    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 4,874 shares
    Change vs previous 13F -1,321 shares

    0.15% of the 13F portfolio, value $227,153.

    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 6,195 shares
    Change vs previous 13F -1,750 shares

    0.21% of the 13F portfolio, value $295,517.

    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 7,945 shares
    Change vs previous 13F -1,665 shares

    0.28% of the 13F portfolio, value $382,703.

    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 9,610 shares
    Change vs previous 13F +1,538 shares

    0.36% of the 13F portfolio, value $463,297.

    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 8,072 shares
    Change vs previous 13F -4,190 shares

    0.33% of the 13F portfolio, value $392,869.

    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 12,262 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $602,777.

    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).