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Magnolia Private Wealth, LLC: MSFT position timeline

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

Magnolia Private Wealth, LLC held 5,981 MSFT 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 5,981 shares
    Change vs previous 13F +425 shares

    1.22% of the 13F portfolio, value $2,231,146.

    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 5,556 shares
    Change vs previous 13F +139 shares

    1.37% of the 13F portfolio, value $2,056,763.

    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 5,417 shares
    Change vs previous 13F -742 shares

    1.83% of the 13F portfolio, value $2,619,881.

    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 6,159 shares
    Change vs previous 13F +260 shares

    2.34% of the 13F portfolio, value $3,190,157.

    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 5,899 shares
    Change vs previous 13F -12 shares

    2.27% of the 13F portfolio, value $2,934,307.

    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 5,911 shares
    Change vs previous 13F +753 shares

    1.88% of the 13F portfolio, value $2,218,930.

    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 5,158 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,174,097.

    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).