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Disclosery

Larson Financial Group LLC: CLM position timeline

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

Larson Financial Group LLC held 20,083 CLM 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 20,083 shares
    Change vs previous 13F +912 shares

    <0.01% of the 13F portfolio, value $151,825.

    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 19,171 shares
    Change vs previous 13F +7,094 shares

    <0.01% of the 13F portfolio, value $139,566.

    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 12,077 shares
    Change vs previous 13F +499 shares

    <0.01% of the 13F portfolio, value $100,965.

    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 11,578 shares
    Change vs previous 13F +1,456 shares

    <0.01% of the 13F portfolio, value $95,862.

    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 10,122 shares
    Change vs previous 13F +3,481 shares

    <0.01% of the 13F portfolio, value $82,187.

    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 6,641 shares
    Change vs previous 13F +778 shares

    <0.01% of the 13F portfolio, value $49,345.

    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 5,863 shares
    Change vs previous 13F -904 shares

    <0.01% of the 13F portfolio, value $50,362.

    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 6,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,968.

    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).