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Disclosery

Lokken Investment Group LLC: PSX position timeline

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

Lokken Investment Group LLC held 10,604 PSX 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 10,604 shares
    Change vs previous 13F +369 shares

    0.5% of the 13F portfolio, value $1,442,290.

    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 10,235 shares
    Change vs previous 13F +707 shares

    0.47% of the 13F portfolio, value $1,221,027.

    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 9,528 shares
    Change vs previous 13F +256 shares

    0.5% of the 13F portfolio, value $1,176,508.

    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 9,272 shares
    Change vs previous 13F +219 shares

    0.46% of the 13F portfolio, value $1,056,403.

    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 9,053 shares
    Change vs previous 13F +699 shares

    0.5% of the 13F portfolio, value $1,190,005.

    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 8,354 shares
    Change vs previous 13F +723 shares

    0.55% of the 13F portfolio, value $1,179,397.

    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 7,631 shares
    Change vs previous 13F +611 shares

    0.62% of the 13F portfolio, value $1,246,460.

    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 7,020 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $934,657.

    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).