Lokken Investment Group LLC: VNQ position timeline

Lokken Investment Group LLC held 2,442 VNQ 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 2,442 shares

   Change vs previous 13F -73 shares

   0.08% of the 13F portfolio, value $223,248.

   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 2,515 shares

   Change vs previous 13F -535 shares

   0.09% of the 13F portfolio, value $223,986.

   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 3,050 shares

   Change vs previous 13F +481 shares

   0.12% of the 13F portfolio, value $276,155.

   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 2,569 shares

   Change vs previous 13F -12 shares

   0.1% of the 13F portfolio, value $228,847.

   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 2,581 shares

   Change vs previous 13F -3 shares

   0.1% of the 13F portfolio, value $251,441.

   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 2,584 shares

   Change vs previous 13F -240 shares

   0.1% of the 13F portfolio, value $216,436.

   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 2,824 shares

   Change vs previous 13F -1,529 shares

   0.12% of the 13F portfolio, value $244,220.

   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 4,353 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $384,589.

   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).