MFIC β€” MIDCAP FINANCIAL INVSTMNT CO

Ownership history in Larson Financial Group LLC  Β·  2 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported MIDCAP FINANCIAL INVSTMNT CO (MFIC) in 2 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows MFIC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Larson Financial Group LLC's position in MIDCAP FINANCIAL INVSTMNT CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MFIC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Larson Financial Group LLC held MFIC β€” position size vs. price
% of Fund (quarterly)    MFIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 135 -258 -65.6% 0.00% $2K 2025-11-14 $11.25
2024 Q3 INITIATED 393 β€” β€” 0.00% $5K 2024-11-12 $11.32

FAQ About Larson Financial Group LLC and MFIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Larson Financial Group LLC reported owning MFIC?

Larson Financial Group LLC reported MFIC across 2 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MFIC position in Larson Financial Group LLC's portfolio?

The largest reported portfolio weight for MFIC was 0.00% in 2024 Q3.

What is the latest reported MFIC position on this page?

The most recent filing on this page is 2025 Q3, when Larson Financial Group LLC reported 135 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this MFIC ownership page compare?

The chart compares Larson Financial Group LLC's quarterly MFIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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