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Larson Financial Group LLC: CGMU position timeline

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

Larson Financial Group LLC held 917,990 CGMU 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 917,990 shares
    Change vs previous 13F +157,609 shares

    0.67% of the 13F portfolio, value $25,217,192.

    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 760,381 shares
    Change vs previous 13F +110,700 shares

    0.66% of the 13F portfolio, value $20,644,347.

    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 649,681 shares
    Change vs previous 13F +91,749 shares

    0.59% of the 13F portfolio, value $17,788,276.

    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 557,932 shares
    Change vs previous 13F +180,329 shares

    0.53% of the 13F portfolio, value $15,225,976.

    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 377,603 shares
    Change vs previous 13F +357,297 shares

    0.4% of the 13F portfolio, value $10,078,225.

    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 20,306 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $544,609.

    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).