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Disclosery

Lokken Investment Group LLC: XLV position timeline

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

Lokken Investment Group LLC held 10,997 XLV 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 10,997 shares
    Change vs previous 13F +439 shares

    0.53% of the 13F portfolio, value $1,530,394.

    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 10,558 shares
    Change vs previous 13F +1,599 shares

    0.55% of the 13F portfolio, value $1,423,091.

    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 8,959 shares
    Change vs previous 13F +1,344 shares

    0.55% of the 13F portfolio, value $1,308,101.

    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 7,615 shares
    Change vs previous 13F +66 shares

    0.45% of the 13F portfolio, value $1,047,560.

    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 7,549 shares
    Change vs previous 13F +131 shares

    0.48% of the 13F portfolio, value $1,162,769.

    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 7,418 shares
    Change vs previous 13F +504 shares

    0.51% of the 13F portfolio, value $1,081,208.

    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 6,914 shares
    Change vs previous 13F -49 shares

    0.51% of the 13F portfolio, value $1,021,405.

    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 6,963 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $949,584.

    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).