Larson Financial Group LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larson Financial Group LLC on WMB, newest first. How the timeline and the estimate are built.
Larson Financial Group LLC held 117,204 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 117,204 sharesChange vs previous 13F +1,862 shares
0.23% of the 13F portfolio, value $8,712,914.
13F-HR 0001104659-26-096672 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 115,342 sharesChange vs previous 13F +2,647 shares
0.27% of the 13F portfolio, value $8,394,565.
13F-HR 0001104659-26-061944 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 112,695 sharesChange vs previous 13F -916 shares
0.23% of the 13F portfolio, value $6,774,114.
13F-HR 0001104659-26-011251 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 113,611 sharesChange vs previous 13F +4,291 shares
0.25% of the 13F portfolio, value $7,197,250.
13F-HR 0001104659-25-112247 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 109,320 sharesChange vs previous 13F +3,898 shares
0.28% of the 13F portfolio, value $6,866,417.
13F-HR 0001104659-25-075565 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 105,422 sharesChange vs previous 13F +2,045 shares
0.3% of the 13F portfolio, value $6,300,036.
13F-HR 0001104659-25-043932 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 103,377 sharesChange vs previous 13F +42,751 shares
0.29% of the 13F portfolio, value $5,594,788.
13F-HR 0001104659-25-010344 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 60,626 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $2,767,564.
13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).