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Disclosery

Larson Financial Group LLC: SDY position timeline

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

Larson Financial Group LLC held 26,806 SDY 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 26,806 shares
    Change vs previous 13F -80 shares

    0.11% of the 13F portfolio, value $4,079,322.

    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 26,886 shares
    Change vs previous 13F +82 shares

    0.13% of the 13F portfolio, value $3,923,684.

    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 26,804 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $3,730,014.

    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 26,786 shares
    Change vs previous 13F -182 shares

    0.13% of the 13F portfolio, value $3,751,434.

    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 26,968 shares
    Change vs previous 13F +482 shares

    0.15% of the 13F portfolio, value $3,660,357.

    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 26,486 shares
    Change vs previous 13F +15,624 shares

    0.17% of the 13F portfolio, value $3,593,653.

    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 10,862 shares
    Change vs previous 13F +426 shares

    0.07% of the 13F portfolio, value $1,434,880.

    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 10,436 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,482,329.

    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).