Lokken Investment Group LLC: PYLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lokken Investment Group LLC on PYLD, newest first. How the timeline and the estimate are built.
Lokken Investment Group LLC held 325,589 PYLD shares at 2025-09-30 per its 13F-HR filed 2025-11-05.
the latest 13F is the newest step
- period ended2025-09-3013F 325,589 sharesChange vs previous 13F +14,462 shares
3% of the 13F portfolio, value $8,738,807.
13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 311,127 sharesChange vs previous 13F +36,584 shares
3.18% of the 13F portfolio, value $8,257,324.
13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 274,543 sharesChange vs previous 13F +49,139 shares
3.05% of the 13F portfolio, value $7,234,208.
13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 225,404 sharesChange vs previous 13F +37,022 shares
2.52% of the 13F portfolio, value $5,842,466.
13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 188,382 sharesChange vs previous 13F not available
2.09% of the 13F portfolio, value $5,020,392.
13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).