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Disclosery

Larson Financial Group LLC: SHY position timeline

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

Larson Financial Group LLC held 11,790 SHY 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 11,790 shares
    Change vs previous 13F -64,633 shares

    0.03% of the 13F portfolio, value $968,057.

    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 76,423 shares
    Change vs previous 13F +36,738 shares

    0.2% of the 13F portfolio, value $6,310,215.

    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 39,685 shares
    Change vs previous 13F -8,966 shares

    0.11% of the 13F portfolio, value $3,286,731.

    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 48,651 shares
    Change vs previous 13F -25,691 shares

    0.14% of the 13F portfolio, value $4,036,124.

    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 74,342 shares
    Change vs previous 13F -113,844 shares

    0.25% of the 13F portfolio, value $6,159,960.

    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 188,186 shares
    Change vs previous 13F -3,780 shares

    0.74% of the 13F portfolio, value $15,568,615.

    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 191,966 shares
    Change vs previous 13F +24,970 shares

    0.82% of the 13F portfolio, value $15,737,402.

    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 166,996 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $13,885,735.

    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).