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Magnolia Wealth Management, LLC: VGT position timeline

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

Magnolia Wealth Management, LLC held 120,389 VGT 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 120,389 shares
    Change vs previous 13F +102,438 shares

    7.53% of the 13F portfolio, value $14,388,902.

    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 17,951 shares
    Change vs previous 13F +227 shares

    7.3% of the 13F portfolio, value $12,524,881.

    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 17,724 shares
    Change vs previous 13F -583 shares

    7.98% of the 13F portfolio, value $13,359,801.

    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 18,307 shares
    Change vs previous 13F -278 shares

    8.46% of the 13F portfolio, value $13,668,665.

    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 18,585 shares
    Change vs previous 13F +735 shares

    8.04% of the 13F portfolio, value $12,326,772.

    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 17,850 shares
    Change vs previous 13F +446 shares

    6.94% of the 13F portfolio, value $9,681,650.

    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 17,404 shares
    Change vs previous 13F +376 shares

    7.52% of the 13F portfolio, value $10,821,502.

    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 17,028 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $9,987,276.

    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).