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Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

UDR holding history

UDR, 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.

UDR overviewAll 13F holders of UDRFull Q2 2026 holdings

Shares (Q2 2026)
172
Value
$6.87K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of UDR by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026172$6.87K<0.1%+2+1.2%AddedHolders
Q1 2026170$5.74K<0.1%−23−11.9%ReducedHolders
Q4 2025193$7.08K<0.1%+169+704.2%AddedHolders
Q3 202524$892<0.1%−405−94.4%ReducedHolders
Q2 2025429$17.5K<0.1%+211+96.8%AddedHolders
Q1 2025218$9.85K<0.1%+183+522.9%AddedHolders
Q4 202435$1.52K<0.1%−8−18.6%ReducedHolders
Q3 202443$1.95K<0.1%+43NewHolders
Q2 20230$00.0%−242−100.0%Sold outHolders
Q1 2023242$9.95K<0.1%+2+0.8%AddedHolders
Q4 2022240$9.30K<0.1%+2+0.8%AddedHolders
Q3 2022238$10.0K<0.1%+2+0.8%AddedHolders
Q2 2022236$11.0K<0.1%+2+0.9%AddedHolders
Q1 2022234$13.0K<0.1%+1+0.4%AddedHolders
Q4 2021233$14.0K<0.1%+2+0.9%AddedHolders
Q3 2021231$12.0K<0.1%+1+0.4%AddedHolders
Q2 2021230$11.0K<0.1%+2+0.9%AddedHolders
Q1 2021228$10.0K<0.1%––Holders

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