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Disclosery

Magnolia Wealth Management, LLC: SPY position timeline

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

Magnolia Wealth Management, LLC held 488 SPY 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 488 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $364,424.

    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 488 shares
    Change vs previous 13F -25 shares

    0.18% of the 13F portfolio, value $317,366.

    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 513 shares
    Change vs previous 13F +202 shares

    0.21% of the 13F portfolio, value $349,825.

    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 311 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $207,182.

    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).