Lokken Investment Group LLC: IBIT position timeline

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

Lokken Investment Group LLC held 5,181 IBIT shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

period ended2025-09-30
13F 5,181 shares
Change vs previous 13F +1,202 shares
0.12% of the 13F portfolio, value $336,765.
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).
period ended2025-06-30
13F 3,979 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $243,555.
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).