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Disclosery

Lokken Investment Group LLC: TBLD position timeline

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

Lokken Investment Group LLC held 46,509 TBLD 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 46,509 shares
    Change vs previous 13F +2,587 shares

    0.32% of the 13F portfolio, value $925,063.

    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 43,922 shares
    Change vs previous 13F -7,767 shares

    0.33% of the 13F portfolio, value $861,748.

    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 51,689 shares
    Change vs previous 13F +2,176 shares

    0.39% of the 13F portfolio, value $927,301.

    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 49,513 shares
    Change vs previous 13F +161 shares

    0.35% of the 13F portfolio, value $806,072.

    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 49,352 shares
    Change vs previous 13F +70 shares

    0.37% of the 13F portfolio, value $879,453.

    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 49,282 shares
    Change vs previous 13F +762 shares

    0.37% of the 13F portfolio, value $794,919.

    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 48,520 shares
    Change vs previous 13F +4,547 shares

    0.39% of the 13F portfolio, value $784,568.

    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 43,973 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $682,021.

    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).