Larson Financial Group’s Piedmont Lithium PLL Stock Holding History

Larson Financial Group’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,054	Closed	-$12K	–	3592
2025 Q2	$12K	Sell	2,054 -6,809	-77%	-$44.5K	﹤0.01%	1722
2025 Q1	$55.8K	Sell	8,863 -12,634	-59%	-$101K	﹤0.01%	983
2024 Q4	$188K	Sell	21,497 -3,446	-14%	-$40.4K	0.01%	580
2024 Q3	$223K	Buy	24,943 +8,643	+53%	+$78.1K	0.01%	548
2024 Q2	$163K	Buy	+16,300	New	+$208K	0.01%	530

Other funds holding PLL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's PLL Position: Q3 2025 in Review

Larson Financial Group sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 2,054 shares — an estimated $12K sold.

Larson Financial Group first reported a position in PLL in Q2 2024 and held it in 5 quarters. The position peaked at $223K in Q3 2024. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

Larson Financial Group reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 2,054 Piedmont Lithium shares in Q3 2025, an estimated $12K.
Larson Financial Group first reported a position in Piedmont Lithium in Q2 2024 and held it in 5 quarters.
Larson Financial Group's Piedmont Lithium position peaked at $223K in Q3 2024.
1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.