Skip to content
Disclosery

Larson Financial Group LLC: SCHZ position timeline

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

Larson Financial Group LLC held 260,155 SCHZ 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 260,155 shares
    Change vs previous 13F -46,596 shares

    0.16% of the 13F portfolio, value $6,017,384.

    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 306,751 shares
    Change vs previous 13F -25,610 shares

    0.23% of the 13F portfolio, value $7,122,760.

    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 332,361 shares
    Change vs previous 13F -18,815 shares

    0.26% of the 13F portfolio, value $7,767,273.

    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 351,176 shares
    Change vs previous 13F -43,290 shares

    0.29% of the 13F portfolio, value $8,242,104.

    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 394,466 shares
    Change vs previous 13F -59,040 shares

    0.37% of the 13F portfolio, value $9,167,400.

    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 453,506 shares
    Change vs previous 13F -33,564 shares

    0.5% of the 13F portfolio, value $10,503,199.

    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 487,070 shares
    Change vs previous 13F +226,802 shares

    0.57% of the 13F portfolio, value $11,056,480.

    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 260,268 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $12,367,942.

    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).