Lokken Investment Group LLC: VXF position timeline

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

Lokken Investment Group LLC held 1,495 VXF shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

period ended2025-09-30
13F 1,495 shares
Change vs previous 13F +10 shares
0.11% of the 13F portfolio, value $312,963.
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).
period ended2025-06-30
13F 1,485 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $286,174.
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).
period ended2025-03-31
13F 1,485 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $255,806.
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).
period ended2024-12-31
13F 1,485 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $282,120.
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).
period ended2024-09-30
13F 1,485 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $270,255.
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).
period ended2024-06-30
13F 1,485 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $250,653.
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).
period ended2024-03-31
13F 1,485 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $260,276.
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).
period ended2023-12-31
13F 1,485 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $244,164.
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).