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Magnus Financial Group LLC: IVV position timeline

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

Magnus Financial Group LLC held 9,261 IVV 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 9,261 shares
    Change vs previous 13F +20 shares

    0.49% of the 13F portfolio, value $6,935,227.

    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 9,241 shares
    Change vs previous 13F +86 shares

    0.49% of the 13F portfolio, value $6,036,534.

    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 9,155 shares
    Change vs previous 13F -247 shares

    0.48% of the 13F portfolio, value $6,270,890.

    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 9,402 shares
    Change vs previous 13F -12 shares

    0.5% of the 13F portfolio, value $6,292,836.

    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 9,414 shares
    Change vs previous 13F +884 shares

    0.51% of the 13F portfolio, value $5,844,960.

    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 8,530 shares
    Change vs previous 13F -86 shares

    0.46% of the 13F portfolio, value $4,792,941.

    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 8,616 shares
    Change vs previous 13F +774 shares

    0.49% of the 13F portfolio, value $5,072,253.

    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 7,842 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,523,288.

    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).