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Disclosery

Larson Financial Group LLC: IWM position timeline

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

Larson Financial Group LLC held 9,983 IWM 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 9,983 shares
    Change vs previous 13F -9,616 shares

    0.08% of the 13F portfolio, value $2,999,448.

    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 19,599 shares
    Change vs previous 13F -3,378 shares

    0.16% of the 13F portfolio, value $4,860,464.

    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 22,977 shares
    Change vs previous 13F -4,144 shares

    0.19% of the 13F portfolio, value $5,655,900.

    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 27,121 shares
    Change vs previous 13F -8,661 shares

    0.23% of the 13F portfolio, value $6,562,180.

    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 35,782 shares
    Change vs previous 13F -73,209 shares

    0.31% of the 13F portfolio, value $7,721,293.

    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 108,991 shares
    Change vs previous 13F +4,835 shares

    1.03% of the 13F portfolio, value $21,742,571.

    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 104,156 shares
    Change vs previous 13F +33,277 shares

    1.19% of the 13F portfolio, value $23,014,216.

    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 70,879 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $15,656,469.

    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).