Lokken Investment Group LLC: XFOFX position timeline

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

Lokken Investment Group LLC held 12,769 XFOFX 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 12,769 shares
Change vs previous 13F +476 shares
0.06% of the 13F portfolio, value $166,508.
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 12,293 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $155,138.
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 12,293 shares
Change vs previous 13F -239 shares
0.06% of the 13F portfolio, value $148,377.
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 12,532 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $159,156.
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 12,532 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $162,916.
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 12,532 shares
Change vs previous 13F -270 shares
0.07% of the 13F portfolio, value $149,757.
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 12,802 shares
Change vs previous 13F -21 shares
0.07% of the 13F portfolio, value $149,655.
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 12,823 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $143,618.
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).