Skip to content
Disclosery

Lokken Investment Group LLC: XLF position timeline

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

Lokken Investment Group LLC held 5,490 XLF 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 5,490 shares
    Change vs previous 13F -713 shares

    0.1% of the 13F portfolio, value $295,728.

    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 6,203 shares
    Change vs previous 13F -14,298 shares

    0.13% of the 13F portfolio, value $324,848.

    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 20,501 shares
    Change vs previous 13F +15,016 shares

    0.43% of the 13F portfolio, value $1,021,136.

    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).

  4. period ended2024-12-31
    13F 5,485 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $265,092.

    13F-HR 0001754960-25-000135 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).

  5. period ended2024-09-30
    13F 5,484 shares
    Change vs previous 13F -548 shares

    0.1% of the 13F portfolio, value $248,533.

    13F-HR 0001754960-24-000559 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).

  6. period ended2024-06-30
    13F 6,032 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $247,973.

    13F-HR 0001754960-24-000414 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).

  7. period ended2024-03-31
    13F 6,031 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $254,012.

    13F-HR 0001754960-24-000213 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).

  8. period ended2023-12-31
    13F 6,030 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $226,710.

    13F-HR 0001754960-24-000086 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).