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Livermore
Livermore
ZHEN

Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

BNY holding history

Bank of New York Mellon Corp 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.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
6,683
Value
$966.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNY by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,683$966.4K<0.1%+1,189+21.6%AddedHolders
Q1 20265,494$651.7K<0.1%+1,071+24.2%AddedHolders
Q4 20254,423$513.4K<0.1%−701−13.7%ReducedHolders
Q3 20255,124$558.3K<0.1%−91−1.7%ReducedHolders
Q2 20255,215$475.1K<0.1%+2,486+91.1%AddedHolders
Q1 20252,729$228.8K<0.1%+601+28.2%AddedHolders
Q4 20242,128$163.5K<0.1%+42+2.0%AddedHolders
Q3 20242,086$149.9K<0.1%+151+7.8%AddedHolders
Q2 20241,935$115.9K<0.1%+276+16.6%AddedHolders
Q1 20241,659$95.6K<0.1%+1,226+283.1%AddedHolders
Q4 2023433$22.5K<0.1%+10+2.4%AddedHolders
Q3 2023423$18.0K<0.1%−104−19.7%ReducedHolders
Q2 2023527$23.4K<0.1%+105+24.9%AddedHolders
Q1 2023422$19.2K<0.1%00.0%UnchangedHolders
Q4 2022422$19.2K<0.1%+217+105.9%AddedHolders
Q3 2022205$8.00K<0.1%00.0%UnchangedHolders
Q2 2022205$9.00K<0.1%+1+0.5%AddedHolders
Q1 2022204$10.0K<0.1%00.0%UnchangedHolders
Q4 2021204$12.0K<0.1%+152+292.3%AddedHolders
Q3 202152$3.00K<0.1%+1+2.0%AddedHolders
Q2 202151$3.00K<0.1%−263−83.8%ReducedHolders
Q1 2021314$15.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.