Lokken Investment Group LLC: TACK position timeline

Lokken Investment Group LLC held 10,844 TACK 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 10,844 shares

   Change vs previous 13F -276 shares

   0.11% of the 13F portfolio, value $325,428.

   13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 11,120 shares

   Change vs previous 13F -5,191 shares

   0.12% of the 13F portfolio, value $313,884.

   13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 16,311 shares

   Change vs previous 13F -29,221 shares

   0.19% of the 13F portfolio, value $443,496.

   13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 45,532 shares

   Change vs previous 13F -15,544 shares

   0.54% of the 13F portfolio, value $1,245,312.

   13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 61,076 shares

   Change vs previous 13F +702 shares

   0.72% of the 13F portfolio, value $1,718,144.

   13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 60,374 shares

   Change vs previous 13F +4,457 shares

   0.74% of the 13F portfolio, value $1,567,469.

   13F-HR 0001754960-24-000414 filed by Lokken Investment Group LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 55,917 shares

   Change vs previous 13F -7,519 shares

   0.74% of the 13F portfolio, value $1,478,445.

   13F-HR 0001754960-24-000213 filed by Lokken Investment Group LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 63,436 shares

   Change vs previous 13F not available

   0.89% of the 13F portfolio, value $1,572,020.

   13F-HR 0001754960-24-000086 filed by Lokken Investment Group LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).