Skip to content
Disclosery

Larson Financial Group LLC: UPST position timeline

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

Larson Financial Group LLC held 535 UPST 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 535 shares
    Change vs previous 13F -583 shares

    <0.01% of the 13F portfolio, value $18,955.

    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 1,118 shares
    Change vs previous 13F -10,583 shares

    <0.01% of the 13F portfolio, value $28,677.

    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 11,701 shares
    Change vs previous 13F +6,659 shares

    0.02% of the 13F portfolio, value $511,685.

    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 5,042 shares
    Change vs previous 13F +4,688 shares

    0.01% of the 13F portfolio, value $256,134.

    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 354 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $22,897.

    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 246 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $11,323.

    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 197 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $12,129.

    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 166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,642.

    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).