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Disclosery

Magnus Financial Group LLC: SOXX position timeline

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

Magnus Financial Group LLC held 11,916 SOXX 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 11,916 shares
    Change vs previous 13F +195 shares

    0.54% of the 13F portfolio, value $7,635,315.

    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 11,721 shares
    Change vs previous 13F -107 shares

    0.31% of the 13F portfolio, value $3,852,061.

    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 11,828 shares
    Change vs previous 13F +5 shares

    0.27% of the 13F portfolio, value $3,562,127.

    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 11,823 shares
    Change vs previous 13F +23 shares

    0.25% of the 13F portfolio, value $3,205,328.

    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 11,800 shares
    Change vs previous 13F -28 shares

    0.25% of the 13F portfolio, value $2,816,737.

    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 11,828 shares
    Change vs previous 13F -1,459 shares

    0.22% of the 13F portfolio, value $2,225,735.

    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 13,287 shares
    Change vs previous 13F +388 shares

    0.28% of the 13F portfolio, value $2,863,323.

    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 12,899 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,974,276.

    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).