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Disclosery

Lokken Investment Group LLC: FRT position timeline

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

Lokken Investment Group LLC held 13,323 FRT 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 13,323 shares
    Change vs previous 13F +348 shares

    0.46% of the 13F portfolio, value $1,349,762.

    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 12,975 shares
    Change vs previous 13F +910 shares

    0.47% of the 13F portfolio, value $1,232,454.

    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 12,065 shares
    Change vs previous 13F +1,855 shares

    0.5% of the 13F portfolio, value $1,180,157.

    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 10,210 shares
    Change vs previous 13F +507 shares

    0.49% of the 13F portfolio, value $1,142,994.

    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 9,703 shares
    Change vs previous 13F +856 shares

    0.47% of the 13F portfolio, value $1,115,554.

    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 8,847 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $893,282.

    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).