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Magnus Financial Group LLC: SHY position timeline

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

Magnus Financial Group LLC held 5,334 SHY 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 5,334 shares
    Change vs previous 13F -433 shares

    0.03% of the 13F portfolio, value $437,981.

    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 5,767 shares
    Change vs previous 13F -23,854 shares

    0.04% of the 13F portfolio, value $476,158.

    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 29,621 shares
    Change vs previous 13F -13,196 shares

    0.19% of the 13F portfolio, value $2,453,211.

    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 42,817 shares
    Change vs previous 13F +8,263 shares

    0.28% of the 13F portfolio, value $3,552,139.

    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 34,554 shares
    Change vs previous 13F +513 shares

    0.25% of the 13F portfolio, value $2,863,103.

    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 34,041 shares
    Change vs previous 13F -2,638 shares

    0.27% of the 13F portfolio, value $2,816,213.

    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 36,679 shares
    Change vs previous 13F +31,538 shares

    0.29% of the 13F portfolio, value $3,006,936.

    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 5,141 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $427,465.

    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).