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Magnolia Private Wealth, LLC: MGNR position timeline

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

Magnolia Private Wealth, LLC held 42,727 MGNR 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 42,727 shares
    Change vs previous 13F +23,822 shares

    1.14% of the 13F portfolio, value $2,074,404.

    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 18,905 shares
    Change vs previous 13F +6,010 shares

    0.65% of the 13F portfolio, value $975,118.

    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 12,895 shares
    Change vs previous 13F +2,202 shares

    0.4% of the 13F portfolio, value $568,668.

    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 10,693 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $432,532.

    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).