Lokken Investment Group LLC: NVDA position timeline

Lokken Investment Group LLC held 11,603 NVDA 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 11,603 shares

   Change vs previous 13F +774 shares

   0.74% of the 13F portfolio, value $2,164,956.

   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 10,829 shares

   Change vs previous 13F +793 shares

   0.66% of the 13F portfolio, value $1,710,919.

   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 10,036 shares

   Change vs previous 13F +870 shares

   0.46% of the 13F portfolio, value $1,087,724.

   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 9,166 shares

   Change vs previous 13F +129 shares

   0.53% of the 13F portfolio, value $1,230,930.

   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 9,037 shares

   Change vs previous 13F +107 shares

   0.46% of the 13F portfolio, value $1,097,465.

   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 8,930 shares

   Change vs previous 13F +8,220 shares

   0.52% of the 13F portfolio, value $1,103,224.

   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 710 shares

   Change vs previous 13F -75 shares

   0.32% of the 13F portfolio, value $641,535.

   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 785 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $388,752.

   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).