Magnus Financial Group LLC: IYR position timeline

Magnus Financial Group LLC held 181,876 IYR 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 181,876 shares

   Change vs previous 13F +6,375 shares

   1.32% of the 13F portfolio, value $18,596,852.

   13F-HR 0001951757-26-000961 filed by Magnus Financial Group LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 175,501 shares

   Change vs previous 13F +9,550 shares

   1.35% of the 13F portfolio, value $16,595,394.

   13F-HR 0001951757-26-000579 filed by Magnus Financial Group LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 165,951 shares

   Change vs previous 13F +8,671 shares

   1.19% of the 13F portfolio, value $15,581,161.

   13F-HR 0001951757-26-000023 filed by Magnus Financial Group LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 157,280 shares

   Change vs previous 13F +6,041 shares

   1.21% of the 13F portfolio, value $15,268,750.

   13F-HR 0001951757-25-001193 filed by Magnus Financial Group LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 151,239 shares

   Change vs previous 13F +6,589 shares

   1.26% of the 13F portfolio, value $14,332,914.

   13F-HR 0001951757-25-000865 filed by Magnus Financial Group LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 144,650 shares

   Change vs previous 13F +7,706 shares

   1.34% of the 13F portfolio, value $13,850,225.

   13F-HR 0001951757-25-000315 filed by Magnus Financial Group LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 136,944 shares

   Change vs previous 13F +7,615 shares

   1.23% of the 13F portfolio, value $12,744,040.

   13F-HR 0001951757-25-000069 filed by Magnus Financial Group LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 129,329 shares

   Change vs previous 13F not available

   1.34% of the 13F portfolio, value $13,174,707.

   13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).