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Disclosery

Lokken Investment Group LLC: XLE position timeline

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

Lokken Investment Group LLC held 12,680 XLE 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 12,680 shares
    Change vs previous 13F +511 shares

    0.39% of the 13F portfolio, value $1,132,788.

    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 12,169 shares
    Change vs previous 13F +707 shares

    0.4% of the 13F portfolio, value $1,032,033.

    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 11,462 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,071,131.

    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).