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Magnus Financial Group LLC: XLU position timeline

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

Magnus Financial Group LLC held 73,836 XLU 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 73,836 shares
    Change vs previous 13F +7,629 shares

    0.24% of the 13F portfolio, value $3,347,746.

    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 66,207 shares
    Change vs previous 13F -2,015 shares

    0.25% of the 13F portfolio, value $3,038,241.

    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 68,222 shares
    Change vs previous 13F +37,586 shares

    0.22% of the 13F portfolio, value $2,912,379.

    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 30,636 shares
    Change vs previous 13F +953 shares

    0.21% of the 13F portfolio, value $2,671,801.

    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 29,683 shares
    Change vs previous 13F +829 shares

    0.21% of the 13F portfolio, value $2,423,945.

    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 28,854 shares
    Change vs previous 13F +4,215 shares

    0.22% of the 13F portfolio, value $2,275,173.

    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 24,639 shares
    Change vs previous 13F +4,106 shares

    0.18% of the 13F portfolio, value $1,864,931.

    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 20,533 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,658,696.

    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).