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Larson Financial Group LLC: DOCU position timeline

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

Larson Financial Group LLC held 20,672 DOCU 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 20,672 shares
    Change vs previous 13F -753 shares

    0.02% of the 13F portfolio, value $918,250.

    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 21,425 shares
    Change vs previous 13F -725 shares

    0.03% of the 13F portfolio, value $1,015,759.

    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 22,150 shares
    Change vs previous 13F -1,726 shares

    0.05% of the 13F portfolio, value $1,515,060.

    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 23,876 shares
    Change vs previous 13F -409 shares

    0.06% of the 13F portfolio, value $1,721,221.

    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 24,285 shares
    Change vs previous 13F -885 shares

    0.08% of the 13F portfolio, value $1,891,559.

    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 25,170 shares
    Change vs previous 13F +25,018 shares

    0.1% of the 13F portfolio, value $2,048,838.

    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 152 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $13,671.

    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 117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,265.

    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).