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Larson Financial Group LLC: SPYM position timeline

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

Larson Financial Group LLC held 3,010,487 SPYM 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 3,010,487 shares
    Change vs previous 13F +370,184 shares

    6.98% of the 13F portfolio, value $264,561,573.

    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 2,640,303 shares
    Change vs previous 13F +357,516 shares

    6.48% of the 13F portfolio, value $202,088,805.

    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 2,282,787 shares
    Change vs previous 13F +204,057 shares

    6.12% of the 13F portfolio, value $183,125,204.

    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 2,078,730 shares
    Change vs previous 13F +451,641 shares

    5.72% of the 13F portfolio, value $162,847,736.

    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 1,627,089 shares
    Change vs previous 13F +1,157,453 shares

    4.75% of the 13F portfolio, value $118,273,085.

    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 469,636 shares
    Change vs previous 13F +99,315 shares

    1.47% of the 13F portfolio, value $30,883,285.

    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 370,321 shares
    Change vs previous 13F -25,948 shares

    1.32% of the 13F portfolio, value $25,529,964.

    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 396,269 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $26,752,093.

    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).