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Larson Financial Group LLC: PEP position timeline

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

Larson Financial Group LLC held 36,708 PEP 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 36,708 shares
    Change vs previous 13F +13,881 shares

    0.13% of the 13F portfolio, value $4,970,328.

    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 22,827 shares
    Change vs previous 13F -10,464 shares

    0.11% of the 13F portfolio, value $3,544,852.

    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 33,291 shares
    Change vs previous 13F +367 shares

    0.16% of the 13F portfolio, value $4,777,994.

    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 32,924 shares
    Change vs previous 13F +5,067 shares

    0.16% of the 13F portfolio, value $4,623,895.

    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 27,857 shares
    Change vs previous 13F +11,725 shares

    0.15% of the 13F portfolio, value $3,678,280.

    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 16,132 shares
    Change vs previous 13F +1,400 shares

    0.11% of the 13F portfolio, value $2,418,820.

    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 14,732 shares
    Change vs previous 13F +269 shares

    0.12% of the 13F portfolio, value $2,240,182.

    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 14,463 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,459,380.

    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).