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Larson Financial Group LLC: FIXD position timeline

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

Larson Financial Group LLC held 62,598 FIXD 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 62,598 shares
    Change vs previous 13F -60,189 shares

    0.07% of the 13F portfolio, value $2,729,881.

    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 122,787 shares
    Change vs previous 13F -103,736 shares

    0.17% of the 13F portfolio, value $5,352,304.

    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 226,523 shares
    Change vs previous 13F +27,387 shares

    0.34% of the 13F portfolio, value $10,039,511.

    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 199,136 shares
    Change vs previous 13F -98,755 shares

    0.31% of the 13F portfolio, value $8,845,616.

    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 297,891 shares
    Change vs previous 13F -287,654 shares

    0.53% of the 13F portfolio, value $13,074,430.

    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 585,545 shares
    Change vs previous 13F -16,360 shares

    1.22% of the 13F portfolio, value $25,670,279.

    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 601,905 shares
    Change vs previous 13F +74,467 shares

    1.34% of the 13F portfolio, value $25,863,838.

    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 527,438 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $23,861,295.

    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).