Skip to content
Disclosery

Larson Financial Group LLC: U position timeline

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

Larson Financial Group LLC held 5,713 U 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 5,713 shares
    Change vs previous 13F +610 shares

    <0.01% of the 13F portfolio, value $163,278.

    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 5,103 shares
    Change vs previous 13F +4,277 shares

    <0.01% of the 13F portfolio, value $111,960.

    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 826 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $36,484.

    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 728 shares
    Change vs previous 13F +341 shares

    <0.01% of the 13F portfolio, value $29,149.

    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 387 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $9,365.

    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 115 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $2,253.

    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 165 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $3,708.

    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 365 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,256.

    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).