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CIK 0001908732 • 7 13F filings • May 7, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("magnolia-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001754960-25-000801 |
| $161.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000506 | $191.0M | View |
| Nov 24, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000807 | $153.4M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000367 | $171.6M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000284 | $139.4M | View |