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Magnus Financial Group LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Magnus Financial Group LLC on IJR, newest first. How the timeline and the estimate are built.

Magnus Financial Group LLC held 327,498 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 327,498 shares
    Change vs previous 13F +9,007 shares

    3.44% of the 13F portfolio, value $48,571,191.

    13F-HR 0001951757-26-000961 filed by Magnus Financial Group 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 318,491 shares
    Change vs previous 13F +11,297 shares

    3.22% of the 13F portfolio, value $39,591,559.

    13F-HR 0001951757-26-000579 filed by Magnus Financial Group 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 307,194 shares
    Change vs previous 13F -409 shares

    2.82% of the 13F portfolio, value $36,918,551.

    13F-HR 0001951757-26-000023 filed by Magnus Financial Group 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 307,603 shares
    Change vs previous 13F +2,569 shares

    2.89% of the 13F portfolio, value $36,552,500.

    13F-HR 0001951757-25-001193 filed by Magnus Financial Group 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 305,034 shares
    Change vs previous 13F -1,072 shares

    2.93% of the 13F portfolio, value $33,337,213.

    13F-HR 0001951757-25-000865 filed by Magnus Financial Group 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 306,106 shares
    Change vs previous 13F -4,829 shares

    3.1% of the 13F portfolio, value $32,009,501.

    13F-HR 0001951757-25-000315 filed by Magnus Financial Group 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 310,935 shares
    Change vs previous 13F +5,959 shares

    3.46% of the 13F portfolio, value $35,825,899.

    13F-HR 0001951757-25-000069 filed by Magnus Financial Group 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 304,976 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $35,669,985.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).