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Disclosery

Larson Financial Group LLC: REET position timeline

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

Larson Financial Group LLC held 33,175 REET 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 33,175 shares
    Change vs previous 13F +916 shares

    0.02% of the 13F portfolio, value $916,299.

    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 32,259 shares
    Change vs previous 13F +341 shares

    0.03% of the 13F portfolio, value $811,320.

    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 31,918 shares
    Change vs previous 13F -1,466 shares

    0.03% of the 13F portfolio, value $796,364.

    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 33,384 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $853,301.

    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 33,349 shares
    Change vs previous 13F -8,478 shares

    0.03% of the 13F portfolio, value $823,731.

    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 41,827 shares
    Change vs previous 13F -2,579 shares

    0.05% of the 13F portfolio, value $1,014,719.

    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 44,406 shares
    Change vs previous 13F -3,413 shares

    0.06% of the 13F portfolio, value $1,064,420.

    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 47,819 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,276,297.

    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).