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Lokken Investment Group LLC: TJX position timeline

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

Lokken Investment Group LLC held 1,776 TJX 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 1,776 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $256,660.

    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 1,775 shares
    Change vs previous 13F +24 shares

    0.08% of the 13F portfolio, value $219,170.

    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 1,751 shares
    Change vs previous 13F -111 shares

    0.09% of the 13F portfolio, value $213,249.

    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 1,862 shares
    Change vs previous 13F -573 shares

    0.1% of the 13F portfolio, value $224,936.

    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 2,435 shares
    Change vs previous 13F +578 shares

    0.12% of the 13F portfolio, value $286,219.

    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 1,857 shares
    Change vs previous 13F +1,857 shares

    0.1% of the 13F portfolio, value $204,457.

    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 ended2023-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.