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Disclosery

Larson Financial Group LLC: XLY position timeline

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

Larson Financial Group LLC held 56,387 XLY 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 56,387 shares
    Change vs previous 13F +45,572 shares

    0.17% of the 13F portfolio, value $6,613,072.

    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 10,815 shares
    Change vs previous 13F -49,716 shares

    0.04% of the 13F portfolio, value $1,178,661.

    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 60,531 shares
    Change vs previous 13F +23,471 shares

    0.24% of the 13F portfolio, value $7,228,048.

    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 37,060 shares
    Change vs previous 13F +5,433 shares

    0.31% of the 13F portfolio, value $8,881,114.

    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 31,627 shares
    Change vs previous 13F +13,825 shares

    0.28% of the 13F portfolio, value $6,873,594.

    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 17,802 shares
    Change vs previous 13F +13,081 shares

    0.17% of the 13F portfolio, value $3,515,153.

    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 4,721 shares
    Change vs previous 13F +288 shares

    0.05% of the 13F portfolio, value $1,059,067.

    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 4,433 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $888,169.

    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).