Skip to content
Disclosery

Magnolia Private Wealth, LLC: MUB position timeline

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

Magnolia Private Wealth, LLC held 9,695 MUB 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 9,695 shares
    Change vs previous 13F +758 shares

    0.57% of the 13F portfolio, value $1,043,376.

    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 8,937 shares
    Change vs previous 13F +4,908 shares

    0.63% of the 13F portfolio, value $948,663.

    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 4,029 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $431,546.

    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).