Skip to content
Disclosery

Larson Financial Group LLC: SOXL position timeline

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

Larson Financial Group LLC held 45,747 SOXL 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 45,747 shares
    Change vs previous 13F +41,528 shares

    0.32% of the 13F portfolio, value $12,201,292.

    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 4,219 shares
    Change vs previous 13F -2,842 shares

    0.01% of the 13F portfolio, value $202,136.

    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 7,061 shares
    Change vs previous 13F +3,366 shares

    0.01% of the 13F portfolio, value $296,778.

    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 3,695 shares
    Change vs previous 13F +3,453 shares

    <0.01% of the 13F portfolio, value $128,746.

    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 242 shares
    Change vs previous 13F +242 shares

    <0.01% of the 13F portfolio, value $6,072.

    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 0 shares
    Change vs previous 13F -8,175 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 8,175 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $223,259.

    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 8,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $299,859.

    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).