Larson Financial Group LLC: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larson Financial Group LLC on SCHB, newest first. How the timeline and the estimate are built.
Larson Financial Group LLC held 102,206 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 102,206 sharesChange vs previous 13F +45,624 shares
0.08% of the 13F portfolio, value $2,959,897.
13F-HR 0001104659-26-096672 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,582 sharesChange vs previous 13F -1,389 shares
0.05% of the 13F portfolio, value $1,420,209.
13F-HR 0001104659-26-061944 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,971 sharesChange vs previous 13F -88 shares
0.05% of the 13F portfolio, value $1,520,585.
13F-HR 0001104659-26-011251 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,059 sharesChange vs previous 13F -5,355 shares
0.05% of the 13F portfolio, value $1,492,698.
13F-HR 0001104659-25-112247 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,414 sharesChange vs previous 13F +4,741 shares
0.06% of the 13F portfolio, value $1,511,159.
13F-HR 0001104659-25-075565 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,673 sharesChange vs previous 13F +21,084 shares
0.06% of the 13F portfolio, value $1,263,238.
13F-HR 0001104659-25-043932 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,589 sharesChange vs previous 13F +26,706 shares
0.04% of the 13F portfolio, value $853,268.
13F-HR 0001104659-25-010344 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,883 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $723,949.
13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).