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Disclosery

Lokken Investment Group LLC: LLY position timeline

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

Lokken Investment Group LLC held 4,090 LLY 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 4,090 shares
    Change vs previous 13F -1,329 shares

    1.07% of the 13F portfolio, value $3,120,526.

    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 5,419 shares
    Change vs previous 13F -197 shares

    1.63% of the 13F portfolio, value $4,224,595.

    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 5,616 shares
    Change vs previous 13F +1,510 shares

    1.96% of the 13F portfolio, value $4,638,017.

    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 4,106 shares
    Change vs previous 13F -63 shares

    1.37% of the 13F portfolio, value $3,169,704.

    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 4,169 shares
    Change vs previous 13F -30 shares

    1.54% of the 13F portfolio, value $3,693,534.

    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 4,199 shares
    Change vs previous 13F -337 shares

    1.79% of the 13F portfolio, value $3,802,084.

    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 4,536 shares
    Change vs previous 13F -224 shares

    1.76% of the 13F portfolio, value $3,528,637.

    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 4,760 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,774,815.

    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).