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Disclosery

Magnus Financial Group LLC: IVE position timeline

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

Magnus Financial Group LLC held 17,418 IVE 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 17,418 shares
    Change vs previous 13F -283 shares

    0.28% of the 13F portfolio, value $3,955,001.

    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 17,701 shares
    Change vs previous 13F -3,144 shares

    0.3% of the 13F portfolio, value $3,737,629.

    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 20,845 shares
    Change vs previous 13F -2,095 shares

    0.34% of the 13F portfolio, value $4,420,513.

    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 22,940 shares
    Change vs previous 13F +452 shares

    0.37% of the 13F portfolio, value $4,737,244.

    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 22,488 shares
    Change vs previous 13F +5,563 shares

    0.39% of the 13F portfolio, value $4,394,695.

    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 16,925 shares
    Change vs previous 13F +2,157 shares

    0.31% of the 13F portfolio, value $3,225,637.

    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 14,768 shares
    Change vs previous 13F +2,352 shares

    0.27% of the 13F portfolio, value $2,818,874.

    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 12,416 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,448,134.

    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).