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Magnolia Private Wealth, LLC: SPYM position timeline

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

Magnolia Private Wealth, LLC held 38,552 SPYM 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 38,552 shares
    Change vs previous 13F +30,695 shares

    1.86% of the 13F portfolio, value $3,387,951.

    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 7,857 shares
    Change vs previous 13F +1,559 shares

    0.4% of the 13F portfolio, value $601,375.

    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 6,298 shares
    Change vs previous 13F +818 shares

    0.35% of the 13F portfolio, value $505,226.

    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 5,480 shares
    Change vs previous 13F -1,504 shares

    0.31% of the 13F portfolio, value $429,303.

    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 6,984 shares
    Change vs previous 13F -696 shares

    0.39% of the 13F portfolio, value $507,667.

    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 7,680 shares
    Change vs previous 13F +1,482 shares

    0.43% of the 13F portfolio, value $505,037.

    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 6,198 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $427,290.

    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).