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Disclosery

Magnus Financial Group LLC: XLV position timeline

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

Magnus Financial Group LLC held 34,168 XLV 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 34,168 shares
    Change vs previous 13F +357 shares

    0.38% of the 13F portfolio, value $5,421,114.

    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 33,811 shares
    Change vs previous 13F -5,538 shares

    0.4% of the 13F portfolio, value $4,957,054.

    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 39,349 shares
    Change vs previous 13F +3,792 shares

    0.47% of the 13F portfolio, value $6,091,266.

    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 35,557 shares
    Change vs previous 13F -817 shares

    0.39% of the 13F portfolio, value $4,948,424.

    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 36,374 shares
    Change vs previous 13F -2,181 shares

    0.43% of the 13F portfolio, value $4,902,828.

    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 38,555 shares
    Change vs previous 13F +1,692 shares

    0.55% of the 13F portfolio, value $5,629,458.

    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 36,863 shares
    Change vs previous 13F +1,027 shares

    0.49% of the 13F portfolio, value $5,071,246.

    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 35,836 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,519,506.

    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).