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Disclosery

Lokken Investment Group LLC: LMT position timeline

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

Lokken Investment Group LLC held 1,227 LMT 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 1,227 shares
    Change vs previous 13F -2,596 shares

    0.21% of the 13F portfolio, value $612,290.

    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 3,823 shares
    Change vs previous 13F +242 shares

    0.68% of the 13F portfolio, value $1,770,685.

    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 3,581 shares
    Change vs previous 13F +247 shares

    0.67% of the 13F portfolio, value $1,599,531.

    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 3,334 shares
    Change vs previous 13F +37 shares

    0.7% of the 13F portfolio, value $1,620,347.

    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 3,297 shares
    Change vs previous 13F +148 shares

    0.8% of the 13F portfolio, value $1,927,498.

    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 3,149 shares
    Change vs previous 13F +370 shares

    0.69% of the 13F portfolio, value $1,470,738.

    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 2,779 shares
    Change vs previous 13F +132 shares

    0.63% of the 13F portfolio, value $1,264,252.

    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 2,647 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,199,947.

    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).