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Larson Financial Group LLC: IWO position timeline

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

Larson Financial Group LLC held 10,785 IWO 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 10,785 shares
    Change vs previous 13F -271 shares

    0.11% of the 13F portfolio, value $4,248,740.

    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 11,056 shares
    Change vs previous 13F -1,376 shares

    0.11% of the 13F portfolio, value $3,469,462.

    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 12,432 shares
    Change vs previous 13F -75 shares

    0.13% of the 13F portfolio, value $4,015,571.

    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 12,507 shares
    Change vs previous 13F -441 shares

    0.14% of the 13F portfolio, value $4,002,825.

    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 12,948 shares
    Change vs previous 13F -1,598 shares

    0.15% of the 13F portfolio, value $3,701,285.

    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 14,546 shares
    Change vs previous 13F -772 shares

    0.18% of the 13F portfolio, value $3,716,929.

    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 15,318 shares
    Change vs previous 13F -172 shares

    0.23% of the 13F portfolio, value $4,408,698.

    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 15,490 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,399,204.

    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).