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Disclosery

Magnus Financial Group LLC: SPY position timeline

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

Magnus Financial Group LLC held 28,043 SPY 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 28,043 shares
    Change vs previous 13F +1,250 shares

    1.48% of the 13F portfolio, value $20,941,787.

    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 26,793 shares
    Change vs previous 13F +480 shares

    1.42% of the 13F portfolio, value $17,424,401.

    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 26,313 shares
    Change vs previous 13F +1,237 shares

    1.37% of the 13F portfolio, value $17,943,432.

    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 25,076 shares
    Change vs previous 13F +506 shares

    1.32% of the 13F portfolio, value $16,705,304.

    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 24,570 shares
    Change vs previous 13F +1,044 shares

    1.33% of the 13F portfolio, value $15,180,446.

    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 23,526 shares
    Change vs previous 13F +95 shares

    1.28% of the 13F portfolio, value $13,160,409.

    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 23,431 shares
    Change vs previous 13F +1,157 shares

    1.33% of the 13F portfolio, value $13,732,471.

    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 22,274 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $12,779,773.

    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).