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Larson Financial Group LLC: SCHV position timeline

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

Larson Financial Group LLC held 41,021 SCHV 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 41,021 shares
    Change vs previous 13F +3,965 shares

    0.04% of the 13F portfolio, value $1,427,941.

    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 37,056 shares
    Change vs previous 13F -1,322 shares

    0.04% of the 13F portfolio, value $1,130,196.

    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 38,378 shares
    Change vs previous 13F -965 shares

    0.04% of the 13F portfolio, value $1,136,362.

    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 39,343 shares
    Change vs previous 13F -656 shares

    0.04% of the 13F portfolio, value $1,145,287.

    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 39,999 shares
    Change vs previous 13F -200 shares

    0.04% of the 13F portfolio, value $1,106,780.

    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 40,199 shares
    Change vs previous 13F +1,869 shares

    0.05% of the 13F portfolio, value $1,068,487.

    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 38,330 shares
    Change vs previous 13F +24,841 shares

    0.05% of the 13F portfolio, value $999,275.

    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 13,489 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,084,106.

    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).