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Disclosery

Larson Financial Group LLC: CGDV position timeline

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

Larson Financial Group LLC held 14,398 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,398 shares
    Change vs previous 13F +1,381 shares

    0.02% of the 13F portfolio, value $709,526.

    13F-HR 0001104659-26-096672 filed by Larson 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 13,017 shares
    Change vs previous 13F +1,500 shares

    0.02% of the 13F portfolio, value $553,755.

    13F-HR 0001104659-26-061944 filed by Larson 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 11,517 shares
    Change vs previous 13F +2,687 shares

    0.02% of the 13F portfolio, value $502,614.

    13F-HR 0001104659-26-011251 filed by Larson 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 8,830 shares
    Change vs previous 13F +949 shares

    0.01% of the 13F portfolio, value $371,111.

    13F-HR 0001104659-25-112247 filed by Larson 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 7,881 shares
    Change vs previous 13F +1,505 shares

    0.01% of the 13F portfolio, value $311,210.

    13F-HR 0001104659-25-075565 filed by Larson 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 6,376 shares
    Change vs previous 13F +204 shares

    0.01% of the 13F portfolio, value $227,230.

    13F-HR 0001104659-25-043932 filed by Larson 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 6,172 shares
    Change vs previous 13F +137 shares

    0.01% of the 13F portfolio, value $217,614.

    13F-HR 0001104659-25-010344 filed by Larson 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 6,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $219,915.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).