Larson Financial Group LLC MCVT — SUI GROUP HOLDINGS LIMITED

Ownership history in Larson Financial Group LLC  ·  4 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported SUI GROUP HOLDINGS LIMITED (MCVT) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows MCVT 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 MCVT 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 SUI GROUP HOLDINGS LIMITED, 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 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 MCVT — position size vs. price
% of Fund (quarterly)    MCVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 100 — 0% 0.00% $156 2026-11-05 $26.46
2026 Q2 UNCHANGED — — — 100 — 0% 0.00% $116 2026-08-14 $28.79
2026 Q1 UNCHANGED — — — 100 — 0% 0.00% $121 2026-05-15 $26.44
2025 Q4 INITIATED — — — 100 — — 0.00% $167 2026-02-06 —

FAQ About Larson Financial Group LLC and MCVT

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 MCVT?

Larson Financial Group LLC reported MCVT across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

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

The largest reported portfolio weight for MCVT was 0.00% in 2025 Q4.

What is the latest reported MCVT position on this page?

The most recent filing on this page is 2026 Q3, when Larson Financial Group LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $156.

What does the chart on this MCVT ownership page compare?

The chart compares Larson Financial Group LLC's quarterly MCVT 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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