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Disclosery

Lokken Investment Group LLC: ITW position timeline

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

Lokken Investment Group LLC held 5,685 ITW 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 5,685 shares
    Change vs previous 13F +120 shares

    0.51% of the 13F portfolio, value $1,482,396.

    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 5,565 shares
    Change vs previous 13F +213 shares

    0.53% of the 13F portfolio, value $1,375,946.

    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 5,352 shares
    Change vs previous 13F +242 shares

    0.56% of the 13F portfolio, value $1,327,350.

    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 5,110 shares
    Change vs previous 13F +193 shares

    0.56% of the 13F portfolio, value $1,295,692.

    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 4,917 shares
    Change vs previous 13F +377 shares

    0.54% of the 13F portfolio, value $1,288,598.

    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 4,540 shares
    Change vs previous 13F +490 shares

    0.51% of the 13F portfolio, value $1,075,798.

    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 4,050 shares
    Change vs previous 13F +198 shares

    0.54% of the 13F portfolio, value $1,086,737.

    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 3,852 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,008,993.

    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).