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Disclosery

Larson Financial Group LLC: XLP position timeline

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

Larson Financial Group LLC held 14,076 XLP 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 14,076 shares
    Change vs previous 13F +5,136 shares

    0.03% of the 13F portfolio, value $1,169,271.

    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 8,940 shares
    Change vs previous 13F +1,960 shares

    0.02% of the 13F portfolio, value $732,874.

    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 6,980 shares
    Change vs previous 13F -36,464 shares

    0.02% of the 13F portfolio, value $542,204.

    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 43,444 shares
    Change vs previous 13F +6,846 shares

    0.12% of the 13F portfolio, value $3,404,672.

    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 36,598 shares
    Change vs previous 13F +31,441 shares

    0.12% of the 13F portfolio, value $2,963,350.

    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 5,157 shares
    Change vs previous 13F -1,552 shares

    0.02% of the 13F portfolio, value $421,164.

    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 6,709 shares
    Change vs previous 13F +426 shares

    0.03% of the 13F portfolio, value $527,400.

    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 6,283 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $521,470.

    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).