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Lokken Investment Group LLC: BOND position timeline

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

Lokken Investment Group LLC held 7,343 BOND 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 7,343 shares
    Change vs previous 13F +233 shares

    0.24% of the 13F portfolio, value $685,492.

    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 7,110 shares
    Change vs previous 13F -15 shares

    0.25% of the 13F portfolio, value $655,377.

    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 7,125 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $658,806.

    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).