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Magnolia Wealth Management, LLC: VNQ position timeline

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

Magnolia Wealth Management, LLC held 136,305 VNQ 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 136,305 shares
    Change vs previous 13F +14,229 shares

    6.88% of the 13F portfolio, value $13,143,929.

    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 122,076 shares
    Change vs previous 13F +3,649 shares

    6.31% of the 13F portfolio, value $10,828,179.

    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 118,427 shares
    Change vs previous 13F +6,159 shares

    6.26% of the 13F portfolio, value $10,479,567.

    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 112,268 shares
    Change vs previous 13F +2,117 shares

    6.35% of the 13F portfolio, value $10,263,583.

    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 110,151 shares
    Change vs previous 13F +4,357 shares

    6.4% of the 13F portfolio, value $9,810,037.

    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 105,794 shares
    Change vs previous 13F +531 shares

    6.87% of the 13F portfolio, value $9,578,553.

    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 105,263 shares
    Change vs previous 13F +6,593 shares

    6.52% of the 13F portfolio, value $9,376,796.

    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 98,670 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $9,612,386.

    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).