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Magnolia Private Wealth, LLC: JSI position timeline

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

Magnolia Private Wealth, LLC held 9,439 JSI 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 9,439 shares
    Change vs previous 13F -2,419 shares

    0.27% of the 13F portfolio, value $483,371.

    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 11,858 shares
    Change vs previous 13F -6,227 shares

    0.41% of the 13F portfolio, value $611,280.

    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 18,085 shares
    Change vs previous 13F -8,907 shares

    0.66% of the 13F portfolio, value $941,505.

    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 26,992 shares
    Change vs previous 13F -2,831 shares

    1.03% of the 13F portfolio, value $1,410,872.

    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 29,823 shares
    Change vs previous 13F +15,752 shares

    1.22% of the 13F portfolio, value $1,569,286.

    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 14,071 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $736,608.

    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).