Lokken Investment Group LLC: TM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lokken Investment Group LLC on TM, newest first. How the timeline and the estimate are built.
Lokken Investment Group LLC held 7,755 TM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.
the latest 13F is the newest step
- period ended2025-09-3013F 7,755 sharesChange vs previous 13F +28 shares
0.51% of the 13F portfolio, value $1,481,812.
13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,727 sharesChange vs previous 13F +436 shares
0.51% of the 13F portfolio, value $1,330,971.
13F-HR 0001754960-25-000473 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,291 sharesChange vs previous 13F +1,179 shares
0.54% of the 13F portfolio, value $1,287,099.
13F-HR 0001754960-25-000267 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,112 sharesChange vs previous 13F +696 shares
0.51% of the 13F portfolio, value $1,189,477.
13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,416 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $967,135.
13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).