Skip to content
Disclosery

Larson Financial Group LLC: SOFI position timeline

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

Larson Financial Group LLC held 9,868 SOFI 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 9,868 shares
    Change vs previous 13F -525 shares

    <0.01% of the 13F portfolio, value $176,933.

    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 10,393 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $165,041.

    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 10,182 shares
    Change vs previous 13F -1,013 shares

    0.01% of the 13F portfolio, value $266,565.

    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 11,195 shares
    Change vs previous 13F +9,173 shares

    0.01% of the 13F portfolio, value $295,772.

    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 2,022 shares
    Change vs previous 13F -692 shares

    <0.01% of the 13F portfolio, value $36,821.

    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 2,714 shares
    Change vs previous 13F +1,519 shares

    <0.01% of the 13F portfolio, value $31,564.

    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 1,195 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $18,403.

    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 1,198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,416.

    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).