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Disclosery

Larson Financial Group LLC: XLI position timeline

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

Larson Financial Group LLC held 19,041 XLI 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 19,041 shares
    Change vs previous 13F -14,465 shares

    0.09% of the 13F portfolio, value $3,526,900.

    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 33,506 shares
    Change vs previous 13F +24,530 shares

    0.17% of the 13F portfolio, value $5,418,950.

    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 8,976 shares
    Change vs previous 13F -2,004 shares

    0.05% of the 13F portfolio, value $1,392,301.

    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 10,980 shares
    Change vs previous 13F -1,877 shares

    0.06% of the 13F portfolio, value $1,693,431.

    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 12,857 shares
    Change vs previous 13F -10,028 shares

    0.08% of the 13F portfolio, value $1,896,709.

    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 22,885 shares
    Change vs previous 13F +17,612 shares

    0.14% of the 13F portfolio, value $2,999,594.

    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 5,273 shares
    Change vs previous 13F +364 shares

    0.04% of the 13F portfolio, value $694,782.

    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 4,909 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $664,855.

    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).