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Larson Financial Group LLC: SPTM position timeline

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

Larson Financial Group LLC held 51,998 SPTM 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 51,998 shares
    Change vs previous 13F -17,090 shares

    0.12% of the 13F portfolio, value $4,720,913.

    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 69,088 shares
    Change vs previous 13F -11,616 shares

    0.18% of the 13F portfolio, value $5,462,064.

    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 80,704 shares
    Change vs previous 13F -6,023 shares

    0.22% of the 13F portfolio, value $6,658,062.

    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 86,727 shares
    Change vs previous 13F -19,006 shares

    0.25% of the 13F portfolio, value $6,994,529.

    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 105,733 shares
    Change vs previous 13F -12,175 shares

    0.32% of the 13F portfolio, value $7,918,311.

    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 117,908 shares
    Change vs previous 13F -10,671 shares

    0.38% of the 13F portfolio, value $8,018,914.

    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 128,579 shares
    Change vs previous 13F -11,084 shares

    0.48% of the 13F portfolio, value $9,184,363.

    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 139,663 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $9,784,760.

    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).