Lokken Investment Group LLC: MAR position timeline

Lokken Investment Group LLC held 2,309 MAR 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 2,309 shares

   Change vs previous 13F -85 shares

   0.21% of the 13F portfolio, value $601,304.

   13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 2,394 shares

   Change vs previous 13F -334 shares

   0.25% of the 13F portfolio, value $654,009.

   13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,728 shares

   Change vs previous 13F -319 shares

   0.27% of the 13F portfolio, value $649,804.

   13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 3,047 shares

   Change vs previous 13F -35 shares

   0.37% of the 13F portfolio, value $849,953.

   13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,082 shares

   Change vs previous 13F -103 shares

   0.32% of the 13F portfolio, value $766,202.

   13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 3,185 shares

   Change vs previous 13F -33 shares

   0.36% of the 13F portfolio, value $770,063.

   13F-HR 0001754960-24-000414 filed by Lokken Investment Group LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 3,218 shares

   Change vs previous 13F -59 shares

   0.4% of the 13F portfolio, value $811,948.

   13F-HR 0001754960-24-000213 filed by Lokken Investment Group LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 3,277 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $738,996.

   13F-HR 0001754960-24-000086 filed by Lokken Investment Group LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).