Magnolia Private Wealth, LLC: VNQ position timeline

Magnolia Private Wealth, LLC held 0 VNQ shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,211 shares

   13F-HR 0002055130-26-000001 filed by Magnolia Private Wealth, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 2,211 shares

   Change vs previous 13F -1,275 shares

   0.15% of the 13F portfolio, value $202,130.

   13F-HR 0002055130-25-000005 filed by Magnolia Private Wealth, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 3,486 shares

   Change vs previous 13F -615 shares

   0.24% of the 13F portfolio, value $310,463.

   13F-HR 0002055130-25-000004 filed by Magnolia Private Wealth, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 4,101 shares

   Change vs previous 13F -941 shares

   0.31% of the 13F portfolio, value $371,305.

   13F-HR 0002055130-25-000003 filed by Magnolia Private Wealth, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 5,042 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $449,141.

   13F-HR 0002055130-25-000001 filed by Magnolia Private Wealth, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).