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Lokken Investment Group LLC: LOW position timeline

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

Lokken Investment Group LLC held 7,617 LOW 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 7,617 shares
    Change vs previous 13F +112 shares

    0.66% of the 13F portfolio, value $1,914,325.

    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 7,505 shares
    Change vs previous 13F +346 shares

    0.64% of the 13F portfolio, value $1,665,061.

    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 7,159 shares
    Change vs previous 13F +235 shares

    0.7% of the 13F portfolio, value $1,669,600.

    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 6,924 shares
    Change vs previous 13F -33 shares

    0.74% of the 13F portfolio, value $1,708,790.

    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 6,957 shares
    Change vs previous 13F +389 shares

    0.79% of the 13F portfolio, value $1,884,326.

    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 6,568 shares
    Change vs previous 13F +526 shares

    0.68% of the 13F portfolio, value $1,448,007.

    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 6,042 shares
    Change vs previous 13F +187 shares

    0.77% of the 13F portfolio, value $1,539,169.

    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 5,855 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,303,108.

    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).