Skip to content

Lokken Investment Group LLC: JIRE position timeline

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

Lokken Investment Group LLC held 35,666 JIRE 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 35,666 shares
    Change vs previous 13F +900 shares

    0.9% of the 13F portfolio, value $2,622,876.

    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 34,766 shares
    Change vs previous 13F +672 shares

    0.95% of the 13F portfolio, value $2,460,416.

    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 34,094 shares
    Change vs previous 13F -560 shares

    0.92% of the 13F portfolio, value $2,172,497.

    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 34,654 shares
    Change vs previous 13F +437 shares

    0.88% of the 13F portfolio, value $2,027,631.

    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 34,217 shares
    Change vs previous 13F +940 shares

    0.94% of the 13F portfolio, value $2,259,349.

    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 33,277 shares
    Change vs previous 13F +474 shares

    0.98% of the 13F portfolio, value $2,083,140.

    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 32,803 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,054,124.

    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).