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Lokken Investment Group LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lokken Investment Group LLC on ADP, newest first. How the timeline and the estimate are built.

Lokken Investment Group LLC held 953 ADP shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 953 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $279,817.

    13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 951 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $293,298.

    13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 948 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $289,717.

    13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 925 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $270,891.

    13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 924 shares
    Change vs previous 13F +7 shares

    0.11% of the 13F portfolio, value $255,596.

    13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 917 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $218,965.

    13F-HR 0001754960-24-000414 filed by Lokken Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).