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Magnolia Wealth Management, LLC: IJR position timeline

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

Magnolia Wealth Management, LLC held 91,403 IJR 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 91,403 shares
    Change vs previous 13F +3,788 shares

    7.1% of the 13F portfolio, value $13,555,941.

    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 87,615 shares
    Change vs previous 13F +2,139 shares

    6.35% of the 13F portfolio, value $10,891,399.

    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 85,476 shares
    Change vs previous 13F +3,114 shares

    6.14% of the 13F portfolio, value $10,272,466.

    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 82,362 shares
    Change vs previous 13F +1,466 shares

    6.05% of the 13F portfolio, value $9,787,063.

    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 80,896 shares
    Change vs previous 13F +4,422 shares

    5.76% of the 13F portfolio, value $8,841,167.

    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 76,474 shares
    Change vs previous 13F +2,411 shares

    5.74% of the 13F portfolio, value $7,996,890.

    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 74,063 shares
    Change vs previous 13F +3,644 shares

    5.93% of the 13F portfolio, value $8,533,571.

    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 70,419 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $8,236,157.

    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).