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Disclosery

Magnus Financial Group LLC: IYW position timeline

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

Magnus Financial Group LLC held 9,825 IYW 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 9,825 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $2,478,272.

    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 9,820 shares
    Change vs previous 13F -887 shares

    0.14% of the 13F portfolio, value $1,781,477.

    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 10,707 shares
    Change vs previous 13F +114 shares

    0.16% of the 13F portfolio, value $2,137,885.

    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 10,593 shares
    Change vs previous 13F -865 shares

    0.16% of the 13F portfolio, value $2,074,693.

    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 11,458 shares
    Change vs previous 13F -419 shares

    0.17% of the 13F portfolio, value $1,985,310.

    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 11,877 shares
    Change vs previous 13F -152 shares

    0.16% of the 13F portfolio, value $1,668,034.

    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 12,029 shares
    Change vs previous 13F +184 shares

    0.19% of the 13F portfolio, value $1,918,913.

    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 11,845 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,795,875.

    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).