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Larson Financial Group LLC: SPY position timeline

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

Larson Financial Group LLC held 38,561 SPY 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 38,561 shares
    Change vs previous 13F +281 shares

    0.76% of the 13F portfolio, value $28,795,875.

    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 38,280 shares
    Change vs previous 13F +1,606 shares

    0.8% of the 13F portfolio, value $24,894,948.

    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 36,674 shares
    Change vs previous 13F +6,070 shares

    0.84% of the 13F portfolio, value $25,008,822.

    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 30,604 shares
    Change vs previous 13F +1,157 shares

    0.72% of the 13F portfolio, value $20,387,960.

    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 29,447 shares
    Change vs previous 13F +3,796 shares

    0.73% of the 13F portfolio, value $18,193,757.

    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 25,651 shares
    Change vs previous 13F +4,369 shares

    0.68% of the 13F portfolio, value $14,349,066.

    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 21,282 shares
    Change vs previous 13F +4,891 shares

    0.65% of the 13F portfolio, value $12,473,225.

    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 16,391 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $9,404,337.

    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).