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Magnolia Wealth Management, LLC: AAPL position timeline

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

Magnolia Wealth Management, LLC held 2,847 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,847 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $823,862.

    13F-HR 0001754960-26-000506 filed by Magnolia Wealth Management, 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 2,847 shares
    Change vs previous 13F -7 shares

    0.42% of the 13F portfolio, value $722,587.

    13F-HR 0001754960-26-000367 filed by Magnolia Wealth Management, 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 2,854 shares
    Change vs previous 13F +195 shares

    0.46% of the 13F portfolio, value $775,939.

    13F-HR 0001754960-26-000122 filed by Magnolia Wealth Management, 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 2,659 shares
    Change vs previous 13F -415 shares

    0.42% of the 13F portfolio, value $677,109.

    13F-HR 0001754960-25-000801 filed by Magnolia Wealth Management, 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 3,074 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $630,731.

    13F-HR 0001754960-25-000807 filed by Magnolia Wealth Management, 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 3,074 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $682,869.

    13F-HR 0001754960-25-000284 filed by Magnolia Wealth Management, 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 3,074 shares
    Change vs previous 13F -6 shares

    0.54% of the 13F portfolio, value $769,838.

    13F-HR 0001754960-25-000105 filed by Magnolia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,080 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $717,683.

    13F-HR 0001754960-24-000551 filed by Magnolia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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