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Disclosery

Lokken Investment Group LLC: MUB position timeline

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

Lokken Investment Group LLC held 2,571 MUB 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 2,571 shares
    Change vs previous 13F -858 shares

    0.09% of the 13F portfolio, value $273,786.

    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 3,429 shares
    Change vs previous 13F -576 shares

    0.14% of the 13F portfolio, value $358,262.

    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 4,005 shares
    Change vs previous 13F +490 shares

    0.18% of the 13F portfolio, value $422,287.

    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 3,515 shares
    Change vs previous 13F -1,005 shares

    0.16% of the 13F portfolio, value $374,523.

    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 4,520 shares
    Change vs previous 13F -354 shares

    0.2% of the 13F portfolio, value $491,008.

    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 4,874 shares
    Change vs previous 13F -1,999 shares

    0.24% of the 13F portfolio, value $519,325.

    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 6,873 shares
    Change vs previous 13F -5,978 shares

    0.37% of the 13F portfolio, value $739,535.

    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 12,851 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,393,177.

    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).