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Larson Financial Group LLC: SCHI position timeline

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

Larson Financial Group LLC held 4,345 SCHI 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 4,345 shares
    Change vs previous 13F +2,315 shares

    <0.01% of the 13F portfolio, value $98,368.

    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 2,030 shares
    Change vs previous 13F -1,389 shares

    <0.01% of the 13F portfolio, value $46,040.

    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 3,419 shares
    Change vs previous 13F -2,096 shares

    <0.01% of the 13F portfolio, value $78,534.

    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 5,515 shares
    Change vs previous 13F -15,351 shares

    <0.01% of the 13F portfolio, value $127,286.

    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 20,866 shares
    Change vs previous 13F +10,776 shares

    0.02% of the 13F portfolio, value $474,910.

    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 10,090 shares
    Change vs previous 13F -1,950 shares

    0.01% of the 13F portfolio, value $226,625.

    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 12,040 shares
    Change vs previous 13F +8,980 shares

    0.01% of the 13F portfolio, value $265,723.

    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 3,060 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $141,250.

    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).