Lokken Investment Group LLC: WSFS position timeline

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

Lokken Investment Group LLC held 0 WSFS shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -11,989 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 11,989 shares
Change vs previous 13F +1 shares
0.25% of the 13F portfolio, value $611,306.
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 11,988 shares
Change vs previous 13F +109 shares
0.26% of the 13F portfolio, value $563,447.
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 11,879 shares
Change vs previous 13F +1,001 shares
0.27% of the 13F portfolio, value $536,201.
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 10,878 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $499,625.
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).