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Disclosery

Magnus Financial Group LLC: IVOL position timeline

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

Magnus Financial Group LLC held 16,080 IVOL 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 16,080 shares
    Change vs previous 13F -612 shares

    0.02% of the 13F portfolio, value $278,026.

    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 16,692 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $312,307.

    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 16,703 shares
    Change vs previous 13F -2,778 shares

    0.02% of the 13F portfolio, value $320,025.

    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 19,481 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $375,585.

    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 19,657 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $384,491.

    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 19,643 shares
    Change vs previous 13F -339 shares

    0.04% of the 13F portfolio, value $366,931.

    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 19,982 shares
    Change vs previous 13F -5,702 shares

    0.03% of the 13F portfolio, value $354,481.

    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 25,684 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $494,418.

    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).