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Disclosery

Larson Financial Group LLC: IUS position timeline

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

Larson Financial Group LLC held 25,667 IUS 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 25,667 shares
    Change vs previous 13F +1,411 shares

    0.04% of the 13F portfolio, value $1,683,231.

    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 24,256 shares
    Change vs previous 13F +1,129 shares

    0.05% of the 13F portfolio, value $1,404,787.

    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 23,127 shares
    Change vs previous 13F +1,639 shares

    0.04% of the 13F portfolio, value $1,321,934.

    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 21,488 shares
    Change vs previous 13F -7,405 shares

    0.04% of the 13F portfolio, value $1,186,363.

    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 28,893 shares
    Change vs previous 13F -132 shares

    0.06% of the 13F portfolio, value $1,487,988.

    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 29,025 shares
    Change vs previous 13F +12,407 shares

    0.07% of the 13F portfolio, value $1,432,680.

    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 16,618 shares
    Change vs previous 13F +1,206 shares

    0.04% of the 13F portfolio, value $825,400.

    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 15,412 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $775,229.

    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).