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Disclosery

Lokken Investment Group LLC: PFE position timeline

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

Lokken Investment Group LLC held 18,969 PFE 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 18,969 shares
    Change vs previous 13F -110 shares

    0.17% of the 13F portfolio, value $483,318.

    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 19,079 shares
    Change vs previous 13F -327 shares

    0.18% of the 13F portfolio, value $462,476.

    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 19,406 shares
    Change vs previous 13F -371 shares

    0.21% of the 13F portfolio, value $491,737.

    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 19,777 shares
    Change vs previous 13F -1,740 shares

    0.23% of the 13F portfolio, value $524,693.

    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 21,517 shares
    Change vs previous 13F -321 shares

    0.26% of the 13F portfolio, value $622,697.

    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 21,838 shares
    Change vs previous 13F -227 shares

    0.29% of the 13F portfolio, value $611,035.

    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 22,065 shares
    Change vs previous 13F -131 shares

    0.31% of the 13F portfolio, value $612,299.

    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 22,196 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $639,013.

    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).