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Lokken Investment Group LLC: JPST position timeline

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

Lokken Investment Group LLC held 108,914 JPST 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 108,914 shares
    Change vs previous 13F +12,015 shares

    1.9% of the 13F portfolio, value $5,525,206.

    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 96,899 shares
    Change vs previous 13F -397 shares

    1.89% of the 13F portfolio, value $4,910,837.

    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 97,296 shares
    Change vs previous 13F +3,357 shares

    2.08% of the 13F portfolio, value $4,926,107.

    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 93,939 shares
    Change vs previous 13F -5,455 shares

    2.04% of the 13F portfolio, value $4,731,721.

    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 99,394 shares
    Change vs previous 13F +4,741 shares

    2.1% of the 13F portfolio, value $5,043,267.

    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 94,653 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $4,777,143.

    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).