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Disclosery

Magnus Financial Group LLC: XLK position timeline

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

Magnus Financial Group LLC held 25,576 XLK 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 25,576 shares
    Change vs previous 13F +235 shares

    0.35% of the 13F portfolio, value $4,872,746.

    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 25,341 shares
    Change vs previous 13F -14,293 shares

    0.27% of the 13F portfolio, value $3,367,798.

    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 39,634 shares
    Change vs previous 13F +23,309 shares

    0.44% of the 13F portfolio, value $5,706,118.

    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 16,325 shares
    Change vs previous 13F +1,543 shares

    0.36% of the 13F portfolio, value $4,601,269.

    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 14,782 shares
    Change vs previous 13F +222 shares

    0.33% of the 13F portfolio, value $3,743,155.

    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 14,560 shares
    Change vs previous 13F -2,079 shares

    0.29% of the 13F portfolio, value $3,006,307.

    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 16,639 shares
    Change vs previous 13F +1,588 shares

    0.37% of the 13F portfolio, value $3,868,947.

    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 15,051 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,397,938.

    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).