Larson Financial Group LLC

Position in REFI — Chicago Atlantic Real Estate Finance, Inc.

CIK 1731061 ST LOUIS, MO

Position in REFI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,854

+$481 QoQ

Shares Held

173

+54.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#84

of 100 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Larson Financial Group LLC holds $3,316,444 across 26 REIT - Mortgage names. REFI ranks #20 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RITM	Rithm Capital Corp.	224,436	$2,107,454
2	AGNC	AGNC Investment Corp.	64,534	$703,420
3	EFC	Ellington Financial Inc.	14,433	$196,433
4	DX	Dynex Capital Inc	5,097	$66,821
5	NLY	Annaly Capital Management Inc	2,964	$66,275
6	ABR	Arbor Realty Trust Inc	10,000	$54,200
7	CIM	Chimera Investment Corp	1,870	$24,945
8	ADAM	Adamas Trust, Inc.	1,683	$15,786

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854	173	+54.5%	Shares	Sole	2026-08-14
2025-12-31	$1,373	112	-50.7%	Shares	Sole	2026-02-06
2025-09-30	$2,903	227	-93.7%	Shares	Sole	2025-11-14
2025-06-30	$50,269	3,601	+23.3%	Shares	Sole	2025-08-08
2025-03-31	$42,924	2,920	+269.2%	Shares	Sole	2025-05-02
2024-12-31	$12,197	791	+9.4%	Shares	Sole	2025-02-07
2024-09-30	$11,213	723	-54.6%	Shares	Sole	2024-11-12
2024-06-30	$24,453	1,592	+0.9%	Shares	Sole	2024-08-02
2024-03-31	$24,885	1,578	+328.8%	Shares	Sole	2024-05-03
2023-12-31	$5,954	368	+2.8%	Shares	Sole	2024-02-01
2023-09-30	$5,269	358	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.