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Disclosery

Magnus Financial Group LLC: XLY position timeline

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

Magnus Financial Group LLC held 12,728 XLY 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 12,728 shares
    Change vs previous 13F -439 shares

    0.11% of the 13F portfolio, value $1,492,765.

    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 13,167 shares
    Change vs previous 13F -5,473 shares

    0.12% of the 13F portfolio, value $1,434,980.

    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 18,640 shares
    Change vs previous 13F +8,800 shares

    0.17% of the 13F portfolio, value $2,225,820.

    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 9,840 shares
    Change vs previous 13F +1,499 shares

    0.19% of the 13F portfolio, value $2,358,083.

    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 8,341 shares
    Change vs previous 13F -2,479 shares

    0.16% of the 13F portfolio, value $1,812,841.

    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 10,820 shares
    Change vs previous 13F -995 shares

    0.21% of the 13F portfolio, value $2,136,461.

    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 11,815 shares
    Change vs previous 13F +904 shares

    0.26% of the 13F portfolio, value $2,650,692.

    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 10,911 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,186,161.

    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).