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Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

ALTI holding history

AlTi Global, Inc. in every 13F filed by Larson Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALTI overviewAll 13F holders of ALTIFull Q2 2026 holdings

Shares (Q2 2026)
11
Value
$40
% of portfolio
<0.1%
Quarters held
15
Since Q3 2022
Holdings of ALTI by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611$40<0.1%00.0%UnchangedHolders
Q1 202611$40<0.1%00.0%UnchangedHolders
Q4 202511$51<0.1%−1,000−98.9%ReducedHolders
Q3 20251,011$3.60K<0.1%00.0%UnchangedHolders
Q2 20251,011$4.20K<0.1%00.0%UnchangedHolders
Q1 20251,011$3.07K<0.1%00.0%UnchangedHolders
Q4 20241,011$4.46K<0.1%00.0%UnchangedHolders
Q3 20241,011$3.78K<0.1%+1,000+9,090.9%AddedHolders
Q2 202411$57<0.1%+11NewHolders
Q1 20240$00.0%−11−100.0%Sold outHolders
Q4 202311$96<0.1%00.0%UnchangedHolders
Q3 202311$77<0.1%00.0%UnchangedHolders
Q2 202311$84<0.1%00.0%UnchangedHolders
Q1 202311$138<0.1%+1+10.0%AddedHolders
Q4 202210$109<0.1%00.0%UnchangedHolders
Q3 202210$00.0%+10NewHolders