Larson Financial Group LLC: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larson Financial Group LLC on XLV, newest first. How the timeline and the estimate are built.
Larson Financial Group LLC held 37,542 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 37,542 sharesChange vs previous 13F +29,460 shares
0.16% of the 13F portfolio, value $5,956,481.
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 8,082 sharesChange vs previous 13F -29,680 shares
0.04% of the 13F portfolio, value $1,184,859.
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 37,762 sharesChange vs previous 13F +26,560 shares
0.2% of the 13F portfolio, value $5,845,545.
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 11,202 sharesChange vs previous 13F +2,214 shares
0.05% of the 13F portfolio, value $1,558,973.
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 8,988 sharesChange vs previous 13F -17,524 shares
0.05% of the 13F portfolio, value $1,211,528.
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 26,512 sharesChange vs previous 13F +10,193 shares
0.18% of the 13F portfolio, value $3,870,979.
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 16,319 sharesChange vs previous 13F -16,404 shares
0.12% of the 13F portfolio, value $2,245,073.
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 32,723 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $5,039,930.
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).