Skip to content
Disclosery

Lokken Investment Group LLC: GLD position timeline

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

Lokken Investment Group LLC held 32,961 GLD 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 32,961 shares
    Change vs previous 13F -1,476 shares

    4.02% of the 13F portfolio, value $11,716,647.

    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 34,437 shares
    Change vs previous 13F -416 shares

    4.04% of the 13F portfolio, value $10,497,431.

    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 34,853 shares
    Change vs previous 13F +167 shares

    4.23% of the 13F portfolio, value $10,042,543.

    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 34,686 shares
    Change vs previous 13F -1,150 shares

    3.63% of the 13F portfolio, value $8,398,521.

    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 35,836 shares
    Change vs previous 13F +667 shares

    3.63% of the 13F portfolio, value $8,710,298.

    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 35,169 shares
    Change vs previous 13F +1,557 shares

    3.56% of the 13F portfolio, value $7,561,687.

    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 33,612 shares
    Change vs previous 13F +1,498 shares

    3.45% of the 13F portfolio, value $6,914,661.

    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 32,114 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $6,139,233.

    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).