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Magnolia Private Wealth, LLC: TUA position timeline

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

Magnolia Private Wealth, LLC held 242,589 TUA 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 242,589 shares
    Change vs previous 13F -56,056 shares

    1.78% of the 13F portfolio, value $3,242,256.

    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 298,645 shares
    Change vs previous 13F +30,976 shares

    3.02% of the 13F portfolio, value $4,529,264.

    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 267,669 shares
    Change vs previous 13F -49,606 shares

    4.1% of the 13F portfolio, value $5,862,763.

    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 317,275 shares
    Change vs previous 13F +24,133 shares

    4.92% of the 13F portfolio, value $6,704,008.

    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 293,142 shares
    Change vs previous 13F -176,932 shares

    5.01% of the 13F portfolio, value $6,457,926.

    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 470,074 shares
    Change vs previous 13F +172,757 shares

    5.89% of the 13F portfolio, value $6,961,844.

    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 297,317 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $6,309,056.

    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).