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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

  1. period ended2025-09-30
    13F 7,755 shares
    Change 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), ingested

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

  2. period ended2025-06-30
    13F 7,727 shares
    Change 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), ingested

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

  3. period ended2025-03-31
    13F 7,291 shares
    Change 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), ingested

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

  4. period ended2024-12-31
    13F 6,112 shares
    Change 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), ingested

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

  5. period ended2024-09-30
    13F 5,416 shares
    Change 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), ingested

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