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Disclosery

Larson Financial Group LLC: HLN position timeline

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

Larson Financial Group LLC held 16,496 HLN 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 16,496 shares
    Change vs previous 13F +4,272 shares

    <0.01% of the 13F portfolio, value $153,908.

    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 12,224 shares
    Change vs previous 13F +927 shares

    <0.01% of the 13F portfolio, value $122,358.

    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 11,297 shares
    Change vs previous 13F +9,538 shares

    <0.01% of the 13F portfolio, value $114,217.

    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 1,759 shares
    Change vs previous 13F -2,256 shares

    <0.01% of the 13F portfolio, value $15,779.

    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 4,015 shares
    Change vs previous 13F +3,082 shares

    <0.01% of the 13F portfolio, value $41,637.

    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 933 shares
    Change vs previous 13F -183 shares

    <0.01% of the 13F portfolio, value $9,596.

    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 1,116 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $10,642.

    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 1,145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,110.

    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).