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Magnolia Wealth Management, LLC: IXUS position timeline

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

Magnolia Wealth Management, LLC held 234,771 IXUS 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 234,771 shares
    Change vs previous 13F +344 shares

    11.73% of the 13F portfolio, value $22,406,564.

    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 234,427 shares
    Change vs previous 13F +492 shares

    11.83% of the 13F portfolio, value $20,310,718.

    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 233,935 shares
    Change vs previous 13F +5,970 shares

    11.83% of the 13F portfolio, value $19,800,285.

    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 227,965 shares
    Change vs previous 13F -766 shares

    11.65% of the 13F portfolio, value $18,825,360.

    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 228,731 shares
    Change vs previous 13F +6,815 shares

    11.53% of the 13F portfolio, value $17,683,166.

    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 221,916 shares
    Change vs previous 13F +3,850 shares

    11.11% of the 13F portfolio, value $15,491,980.

    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 218,066 shares
    Change vs previous 13F +16,884 shares

    10.03% of the 13F portfolio, value $14,422,876.

    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 201,182 shares
    Change vs previous 13F not available

    10.39% of the 13F portfolio, value $14,611,854.

    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).