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Larson Financial Group LLC: DFIV position timeline

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

Larson Financial Group LLC held 124,700 DFIV 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 124,700 shares
    Change vs previous 13F -3,045 shares

    0.18% of the 13F portfolio, value $6,736,278.

    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 127,745 shares
    Change vs previous 13F -4,037 shares

    0.22% of the 13F portfolio, value $6,742,391.

    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 131,782 shares
    Change vs previous 13F -1,093 shares

    0.22% of the 13F portfolio, value $6,575,944.

    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 132,875 shares
    Change vs previous 13F -2,153 shares

    0.22% of the 13F portfolio, value $6,128,174.

    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 135,028 shares
    Change vs previous 13F -1,965 shares

    0.23% of the 13F portfolio, value $5,783,258.

    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 136,993 shares
    Change vs previous 13F -2,736 shares

    0.26% of the 13F portfolio, value $5,392,052.

    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 139,729 shares
    Change vs previous 13F -855 shares

    0.26% of the 13F portfolio, value $4,957,592.

    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 140,584 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,353,455.

    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).