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Lokken Investment Group LLC: GQI position timeline

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

Lokken Investment Group LLC held 115,961 GQI 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 115,961 shares
    Change vs previous 13F +1,702 shares

    2.23% of the 13F portfolio, value $6,499,561.

    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 114,259 shares
    Change vs previous 13F -305 shares

    2.36% of the 13F portfolio, value $6,134,557.

    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 114,564 shares
    Change vs previous 13F +9,515 shares

    2.48% of the 13F portfolio, value $5,880,570.

    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 105,049 shares
    Change vs previous 13F +10,659 shares

    2.47% of the 13F portfolio, value $5,712,418.

    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 94,390 shares
    Change vs previous 13F +3,710 shares

    2.14% of the 13F portfolio, value $5,127,237.

    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 90,680 shares
    Change vs previous 13F +3,185 shares

    2.29% of the 13F portfolio, value $4,876,199.

    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 87,495 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $4,687,991.

    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).