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Disclosery

Lokken Investment Group LLC: MGMT position timeline

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

Lokken Investment Group LLC held 232,897 MGMT 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 232,897 shares
    Change vs previous 13F +11,263 shares

    3.52% of the 13F portfolio, value $10,259,118.

    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 221,634 shares
    Change vs previous 13F +14,173 shares

    3.37% of the 13F portfolio, value $8,750,118.

    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 207,461 shares
    Change vs previous 13F +49,987 shares

    3.38% of the 13F portfolio, value $8,008,002.

    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 157,474 shares
    Change vs previous 13F +7,654 shares

    2.83% of the 13F portfolio, value $6,548,544.

    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 149,820 shares
    Change vs previous 13F +7,277 shares

    2.41% of the 13F portfolio, value $5,769,961.

    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 142,543 shares
    Change vs previous 13F +7,417 shares

    2.41% of the 13F portfolio, value $5,114,446.

    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 135,126 shares
    Change vs previous 13F +8,675 shares

    2.55% of the 13F portfolio, value $5,123,494.

    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 126,451 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,679,841.

    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).