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Lokken Investment Group LLC: BRK-B position timeline

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

Lokken Investment Group LLC held 9,623 BRK-B 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 9,623 shares
    Change vs previous 13F +4,657 shares

    1.66% of the 13F portfolio, value $4,837,867.

    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 4,966 shares
    Change vs previous 13F +203 shares

    0.93% of the 13F portfolio, value $2,412,334.

    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 4,763 shares
    Change vs previous 13F +178 shares

    1.07% of the 13F portfolio, value $2,536,679.

    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 4,585 shares
    Change vs previous 13F +183 shares

    0.9% of the 13F portfolio, value $2,078,289.

    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 4,402 shares
    Change vs previous 13F +4 shares

    0.84% of the 13F portfolio, value $2,026,065.

    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 4,398 shares
    Change vs previous 13F +329 shares

    0.84% of the 13F portfolio, value $1,789,106.

    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).

  7. period ended2024-03-31
    13F 4,069 shares
    Change vs previous 13F -30 shares

    0.85% of the 13F portfolio, value $1,711,096.

    13F-HR 0001754960-24-000213 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).

  8. period ended2023-12-31
    13F 4,099 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,461,949.

    13F-HR 0001754960-24-000086 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).