Lokken Investment Group LLC: FBND position timeline

Lokken Investment Group LLC held 204,595 FBND 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 204,595 shares

   Change vs previous 13F +18,551 shares

   3.25% of the 13F portfolio, value $9,460,467.

   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).

2. period ended2025-06-30

   13F 186,044 shares

   Change vs previous 13F +20,135 shares

   3.28% of the 13F portfolio, value $8,511,532.

   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).

3. period ended2025-03-31

   13F 165,909 shares

   Change vs previous 13F +21,438 shares

   3.19% of the 13F portfolio, value $7,573,736.

   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).

4. period ended2024-12-31

   13F 144,471 shares

   Change vs previous 13F +18,754 shares

   2.8% of the 13F portfolio, value $6,482,423.

   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).

5. period ended2024-09-30

   13F 125,717 shares

   Change vs previous 13F +8,602 shares

   2.45% of the 13F portfolio, value $5,875,990.

   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).

6. period ended2024-06-30

   13F 117,115 shares

   Change vs previous 13F +15,099 shares

   2.47% of the 13F portfolio, value $5,261,994.

   13F-HR 0001754960-24-000414 filed by Lokken Investment Group LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 102,016 shares

   Change vs previous 13F -80,439 shares

   2.3% of the 13F portfolio, value $4,622,359.

   13F-HR 0001754960-24-000213 filed by Lokken Investment Group LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 182,455 shares

   Change vs previous 13F not available

   4.75% of the 13F portfolio, value $8,400,240.

   13F-HR 0001754960-24-000086 filed by Lokken Investment Group LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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