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Magnolia Wealth Management, LLC: VCRB position timeline

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

Magnolia Wealth Management, LLC held 716,770 VCRB 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 716,770 shares
    Change vs previous 13F +73,569 shares

    28.98% of the 13F portfolio, value $55,358,105.

    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 643,201 shares
    Change vs previous 13F +5,719 shares

    29% of the 13F portfolio, value $49,770,869.

    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 637,482 shares
    Change vs previous 13F +31,010 shares

    29.67% of the 13F portfolio, value $49,656,699.

    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 606,472 shares
    Change vs previous 13F +4,871 shares

    29.42% of the 13F portfolio, value $47,553,465.

    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 601,601 shares
    Change vs previous 13F +19,605 shares

    30.43% of the 13F portfolio, value $46,672,243.

    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 581,996 shares
    Change vs previous 13F -18,142 shares

    32.32% of the 13F portfolio, value $45,063,973.

    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 600,138 shares
    Change vs previous 13F +16,370 shares

    31.63% of the 13F portfolio, value $45,496,432.

    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 583,768 shares
    Change vs previous 13F not available

    32.86% of the 13F portfolio, value $46,228,553.

    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).