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Disclosery

Magnus Financial Group LLC: XLC position timeline

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

Magnus Financial Group LLC held 14,628 XLC 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 14,628 shares
    Change vs previous 13F +192 shares

    0.11% of the 13F portfolio, value $1,567,123.

    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 14,436 shares
    Change vs previous 13F -4,189 shares

    0.13% of the 13F portfolio, value $1,600,381.

    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 18,625 shares
    Change vs previous 13F -1,391 shares

    0.17% of the 13F portfolio, value $2,192,585.

    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 20,016 shares
    Change vs previous 13F -3,244 shares

    0.19% of the 13F portfolio, value $2,369,265.

    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 23,260 shares
    Change vs previous 13F +6,805 shares

    0.22% of the 13F portfolio, value $2,524,409.

    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 16,455 shares
    Change vs previous 13F +5,229 shares

    0.15% of the 13F portfolio, value $1,587,091.

    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 11,226 shares
    Change vs previous 13F +1,548 shares

    0.1% of the 13F portfolio, value $1,086,744.

    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 9,678 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $874,873.

    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).