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Magnolia Private Wealth, LLCETFConcentrated trader

CIK: 0002055130 | PHILADELPHIA, PA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR153$182.2M2026-08-05SEC ↗
Q1 2026
13F-HR134$150.1M2026-04-21SEC ↗
Q4 2025
13F-HR120$143.1M2026-02-06SEC ↗
Q3 2025
13F-HR109$136.4M2025-11-06SEC ↗
Q2 2025
13F-HR103$129.0M2025-07-18SEC ↗
Q1 2025
13F-HR110$121.4M2025-04-15SEC ↗
Q4 2024
13F-HR105$116.4M2025-02-05SEC ↗