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Lokken Investment Group LLC: CEF position timeline

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

Lokken Investment Group LLC held 7,889 CEF 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 7,889 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $289,447.

    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 ยง4.2).