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Magnus Financial Group LLC: XLI position timeline

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

Magnus Financial Group LLC held 39,413 XLI 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 39,413 shares
    Change vs previous 13F +1,252 shares

    0.52% of the 13F portfolio, value $7,300,492.

    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 38,161 shares
    Change vs previous 13F -5,643 shares

    0.5% of the 13F portfolio, value $6,171,725.

    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 43,804 shares
    Change vs previous 13F +1,702 shares

    0.52% of the 13F portfolio, value $6,794,872.

    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 42,102 shares
    Change vs previous 13F +3,865 shares

    0.51% of the 13F portfolio, value $6,493,453.

    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 38,237 shares
    Change vs previous 13F +3,204 shares

    0.5% of the 13F portfolio, value $5,640,708.

    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 35,033 shares
    Change vs previous 13F +4,942 shares

    0.44% of the 13F portfolio, value $4,591,806.

    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 30,091 shares
    Change vs previous 13F -825 shares

    0.38% of the 13F portfolio, value $3,964,824.

    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 30,916 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,187,288.

    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).