Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,450
-$1,890 QoQ
Shares Held
63
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 514 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $13,279,679 across 41 Capital Markets names. HLI ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,299 | $6,370,619 | |
| 2 | MS |
Morgan Stanley
|
10,454 | $2,185,304 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,473 | $1,612,233 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,128 | $599,415 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,061 | $507,517 | |
| 6 | SF |
Stifel Financial Corp
|
5,467 | $381,432 | |
| 7 | MRX |
Marex Group Ltd
|
5,409 | $329,678 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,211 | $192,445 |
All Filings in HLI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,450 | 63 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,340 | 72 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,277 | 59 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,113 | 59 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,617 | 59 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,019 | 93 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,509 | 49 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,742 | 49 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,608 | 49 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,281 | 49 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,875 | 49 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,248 | 49 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,817 | 49 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,287 | 49 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||