Lokken Investment Group LLC: AEP position timeline

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

Lokken Investment Group LLC held 2,124 AEP shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

period ended2025-09-30
13F 2,124 shares
Change vs previous 13F +1 shares
0.08% of the 13F portfolio, value $238,950.
13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,123 shares
Change vs previous 13F +14 shares
0.08% of the 13F portfolio, value $220,249.
13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,109 shares
Change vs previous 13F +2,109 shares
0.1% of the 13F portfolio, value $230,481.
13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -2,045 shares
13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 2,045 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $209,838.
13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).