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Disclosery

Lokken Investment Group LLC: SHY position timeline

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

Lokken Investment Group LLC held 13,268 SHY 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 13,268 shares
    Change vs previous 13F +2,878 shares

    0.38% of the 13F portfolio, value $1,100,716.

    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 10,390 shares
    Change vs previous 13F +2,677 shares

    0.33% of the 13F portfolio, value $860,954.

    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 7,713 shares
    Change vs previous 13F +905 shares

    0.27% of the 13F portfolio, value $638,126.

    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 6,808 shares
    Change vs previous 13F +1,757 shares

    0.24% of the 13F portfolio, value $558,091.

    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 5,051 shares
    Change vs previous 13F +430 shares

    0.18% of the 13F portfolio, value $419,991.

    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 4,621 shares
    Change vs previous 13F +565 shares

    0.18% of the 13F portfolio, value $377,305.

    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 4,056 shares
    Change vs previous 13F +277 shares

    0.17% of the 13F portfolio, value $331,700.

    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 3,779 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $310,029.

    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).