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Magnolia Private Wealth, LLC: KMLM position timeline

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

Magnolia Private Wealth, LLC held 104,924 KMLM 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 104,924 shares
    Change vs previous 13F +20,209 shares

    0.86% of the 13F portfolio, value $1,572,276.

    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 84,715 shares
    Change vs previous 13F +48,454 shares

    0.69% of the 13F portfolio, value $1,040,006.

    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 36,261 shares
    Change vs previous 13F -26,072 shares

    0.66% of the 13F portfolio, value $940,973.

    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 62,333 shares
    Change vs previous 13F -16,498 shares

    1.23% of the 13F portfolio, value $1,678,628.

    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 78,831 shares
    Change vs previous 13F -312,027 shares

    1.61% of the 13F portfolio, value $2,079,089.

    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 390,858 shares
    Change vs previous 13F +323,174 shares

    2.21% of the 13F portfolio, value $2,614,356.

    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 67,684 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,901,923.

    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).