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Larson Financial Group LLC: INCM position timeline

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

Larson Financial Group LLC held 1,074,484 INCM 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 1,074,484 shares
    Change vs previous 13F +279,000 shares

    0.82% of the 13F portfolio, value $31,004,249.

    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 795,484 shares
    Change vs previous 13F +139,994 shares

    0.73% of the 13F portfolio, value $22,870,166.

    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 655,490 shares
    Change vs previous 13F +104,695 shares

    0.61% of the 13F portfolio, value $18,379,934.

    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 550,795 shares
    Change vs previous 13F +217,670 shares

    0.54% of the 13F portfolio, value $15,279,043.

    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 333,125 shares
    Change vs previous 13F +299,017 shares

    0.36% of the 13F portfolio, value $9,011,042.

    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 34,108 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $908,296.

    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).