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Disclosery

Magnus Financial Group LLC: SCHB position timeline

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

Magnus Financial Group LLC held 32,841 SCHB 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 32,841 shares
    Change vs previous 13F +1,106 shares

    0.07% of the 13F portfolio, value $951,063.

    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 31,735 shares
    Change vs previous 13F +2,984 shares

    0.06% of the 13F portfolio, value $796,539.

    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 28,751 shares
    Change vs previous 13F +8,385 shares

    0.06% of the 13F portfolio, value $754,147.

    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 20,366 shares
    Change vs previous 13F +6,182 shares

    0.04% of the 13F portfolio, value $523,617.

    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 14,184 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $337,994.

    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).