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Disclosery

Larson Financial Group LLC: XLU position timeline

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

Larson Financial Group LLC held 142,544 XLU 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 142,544 shares
    Change vs previous 13F +42,551 shares

    0.17% of the 13F portfolio, value $6,462,966.

    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 99,993 shares
    Change vs previous 13F +35,484 shares

    0.15% of the 13F portfolio, value $4,588,678.

    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 64,509 shares
    Change vs previous 13F +39,738 shares

    0.09% of the 13F portfolio, value $2,753,896.

    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 24,771 shares
    Change vs previous 13F +3,628 shares

    0.08% of the 13F portfolio, value $2,160,298.

    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 21,143 shares
    Change vs previous 13F -29,109 shares

    0.07% of the 13F portfolio, value $1,726,500.

    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 50,252 shares
    Change vs previous 13F +33,207 shares

    0.19% of the 13F portfolio, value $3,962,348.

    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 17,045 shares
    Change vs previous 13F +3,661 shares

    0.07% of the 13F portfolio, value $1,290,163.

    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 13,384 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,081,188.

    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).