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Disclosery

Larson Financial Group LLC: UPBD position timeline

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

Larson Financial Group LLC held 406 UPBD 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 406 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $8,615.

    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 479 shares
    Change vs previous 13F +315 shares

    <0.01% of the 13F portfolio, value $8,646.

    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 164 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $2,880.

    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 25 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $591.

    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 68 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,707.

    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).