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Disclosery

Magnus Financial Group LLC: IVW position timeline

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

Magnus Financial Group LLC held 26,535 IVW 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 26,535 shares
    Change vs previous 13F -661 shares

    0.26% of the 13F portfolio, value $3,649,337.

    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 27,196 shares
    Change vs previous 13F -8,174 shares

    0.25% of the 13F portfolio, value $3,076,107.

    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 35,370 shares
    Change vs previous 13F +753 shares

    0.33% of the 13F portfolio, value $4,359,678.

    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 34,617 shares
    Change vs previous 13F -143 shares

    0.33% of the 13F portfolio, value $4,178,905.

    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 34,760 shares
    Change vs previous 13F -827 shares

    0.34% of the 13F portfolio, value $3,827,104.

    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 35,587 shares
    Change vs previous 13F +1,214 shares

    0.32% of the 13F portfolio, value $3,303,584.

    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 34,373 shares
    Change vs previous 13F +2,964 shares

    0.34% of the 13F portfolio, value $3,489,934.

    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 31,409 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,007,456.

    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).