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Disclosery

Magnus Financial Group LLC: XLE position timeline

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

Magnus Financial Group LLC held 125,791 XLE 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 125,791 shares
    Change vs previous 13F +699 shares

    0.47% of the 13F portfolio, value $6,680,757.

    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 125,092 shares
    Change vs previous 13F -3,745 shares

    0.62% of the 13F portfolio, value $7,663,146.

    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 128,837 shares
    Change vs previous 13F +65,355 shares

    0.44% of the 13F portfolio, value $5,760,325.

    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 63,482 shares
    Change vs previous 13F +5,030 shares

    0.45% of the 13F portfolio, value $5,671,522.

    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 58,452 shares
    Change vs previous 13F -345 shares

    0.44% of the 13F portfolio, value $4,957,317.

    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 58,797 shares
    Change vs previous 13F -5,263 shares

    0.53% of the 13F portfolio, value $5,494,615.

    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 64,060 shares
    Change vs previous 13F +2,023 shares

    0.53% of the 13F portfolio, value $5,487,343.

    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 62,037 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,446,820.

    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).