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Disclosery

Lokken Investment Group LLC: QQQ position timeline

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

Lokken Investment Group LLC held 3,470 QQQ 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 3,470 shares
    Change vs previous 13F -77 shares

    0.72% of the 13F portfolio, value $2,082,990.

    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 3,547 shares
    Change vs previous 13F +66 shares

    0.75% of the 13F portfolio, value $1,956,666.

    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 3,481 shares
    Change vs previous 13F -1,206 shares

    0.69% of the 13F portfolio, value $1,632,471.

    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 4,687 shares
    Change vs previous 13F -116 shares

    1.03% of the 13F portfolio, value $2,396,309.

    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 4,803 shares
    Change vs previous 13F -140 shares

    0.98% of the 13F portfolio, value $2,344,292.

    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 4,943 shares
    Change vs previous 13F +125 shares

    1.11% of the 13F portfolio, value $2,368,433.

    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 4,818 shares
    Change vs previous 13F +1 shares

    1.07% of the 13F portfolio, value $2,139,237.

    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 4,817 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,972,820.

    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).