Skip to content
Disclosery

Larson Financial Group LLC: IWD position timeline

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

Larson Financial Group LLC held 6,357 IWD 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 6,357 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $1,541,027.

    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 6,398 shares
    Change vs previous 13F -468 shares

    0.04% of the 13F portfolio, value $1,367,134.

    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 6,866 shares
    Change vs previous 13F -138 shares

    0.05% of the 13F portfolio, value $1,444,236.

    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 7,004 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $1,425,980.

    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 7,204 shares
    Change vs previous 13F -518 shares

    0.06% of the 13F portfolio, value $1,399,144.

    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 7,722 shares
    Change vs previous 13F -159 shares

    0.07% of the 13F portfolio, value $1,452,956.

    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 7,881 shares
    Change vs previous 13F -289 shares

    0.08% of the 13F portfolio, value $1,458,964.

    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 8,170 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,550,598.

    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).