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Lokken Investment Group LLC: PG position timeline

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

Lokken Investment Group LLC held 12,506 PG 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 12,506 shares
    Change vs previous 13F -84 shares

    0.66% of the 13F portfolio, value $1,921,562.

    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 12,590 shares
    Change vs previous 13F +864 shares

    0.77% of the 13F portfolio, value $2,005,894.

    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 11,726 shares
    Change vs previous 13F -230 shares

    0.84% of the 13F portfolio, value $1,998,363.

    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 11,956 shares
    Change vs previous 13F +169 shares

    0.87% of the 13F portfolio, value $2,004,451.

    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 11,787 shares
    Change vs previous 13F +572 shares

    0.85% of the 13F portfolio, value $2,041,583.

    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 11,215 shares
    Change vs previous 13F +785 shares

    0.87% of the 13F portfolio, value $1,849,601.

    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 10,430 shares
    Change vs previous 13F +293 shares

    0.84% of the 13F portfolio, value $1,692,242.

    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 10,137 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,485,503.

    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).