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Disclosery

Magnus Financial Group LLC: XLP position timeline

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

Magnus Financial Group LLC held 30,908 XLP 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 30,908 shares
    Change vs previous 13F +305 shares

    0.18% of the 13F portfolio, value $2,567,534.

    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 30,603 shares
    Change vs previous 13F -107 shares

    0.2% of the 13F portfolio, value $2,508,854.

    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 30,710 shares
    Change vs previous 13F -879 shares

    0.18% of the 13F portfolio, value $2,385,582.

    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 31,589 shares
    Change vs previous 13F -2,542 shares

    0.2% of the 13F portfolio, value $2,475,594.

    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 34,131 shares
    Change vs previous 13F +1,121 shares

    0.24% of the 13F portfolio, value $2,763,565.

    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 33,010 shares
    Change vs previous 13F +5,109 shares

    0.26% of the 13F portfolio, value $2,695,944.

    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 27,901 shares
    Change vs previous 13F +3,508 shares

    0.21% of the 13F portfolio, value $2,193,269.

    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 24,393 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,024,596.

    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).