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Disclosery

Magnus Financial Group LLC: IWD position timeline

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

Magnus Financial Group LLC held 15,014 IWD 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 15,014 shares
    Change vs previous 13F -260 shares

    0.26% of the 13F portfolio, value $3,639,830.

    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 15,274 shares
    Change vs previous 13F -527 shares

    0.27% of the 13F portfolio, value $3,263,646.

    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 15,801 shares
    Change vs previous 13F -1,537 shares

    0.25% of the 13F portfolio, value $3,323,591.

    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 17,338 shares
    Change vs previous 13F -4,382 shares

    0.28% of the 13F portfolio, value $3,529,891.

    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 21,720 shares
    Change vs previous 13F +1,955 shares

    0.37% of the 13F portfolio, value $4,218,685.

    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 19,765 shares
    Change vs previous 13F +39 shares

    0.36% of the 13F portfolio, value $3,718,897.

    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 19,726 shares
    Change vs previous 13F -668 shares

    0.35% of the 13F portfolio, value $3,651,794.

    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 20,394 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,870,712.

    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).