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Larson Financial Group LLC: IBM position timeline

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

Larson Financial Group LLC held 17,616 IBM 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 17,616 shares
    Change vs previous 13F -223 shares

    0.13% of the 13F portfolio, value $4,953,702.

    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 17,839 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $4,324,056.

    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 17,859 shares
    Change vs previous 13F -671 shares

    0.18% of the 13F portfolio, value $5,289,911.

    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 18,530 shares
    Change vs previous 13F +483 shares

    0.18% of the 13F portfolio, value $5,228,331.

    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 18,047 shares
    Change vs previous 13F +1,465 shares

    0.21% of the 13F portfolio, value $5,319,787.

    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 16,582 shares
    Change vs previous 13F +596 shares

    0.2% of the 13F portfolio, value $4,123,242.

    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 15,986 shares
    Change vs previous 13F +1,209 shares

    0.18% of the 13F portfolio, value $3,514,238.

    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 14,777 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,266,914.

    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).