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Disclosery

LKFN LAKELAND FINL CORP

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COM (common), issuer CIK 721994

241 managers (245 13F filers) reported a position in LKFN shares at 2025-03-31, 21,426,800 shares in all. 34 filers opened a position and 21 filers sold out during the quarter.

Managers
241
13F filers
245
New
34
Added
81
Reduced
81
Sold out
21
Shares held by filers
21,426,800

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164$9.77K<0.01%-39313F-HRTimelineGroup
Versant Capital Management, Inc155$9.21K<0.01%new13F-HRTimeline
Hemington Wealth Management141$8K<0.01%-113F-HRTimeline
Parkside Financial Bank & Trust127$7.55K<0.01%+1013F-HRTimeline
WPG Advisers, LLC103$6.12K0.01%+7113F-HRTimeline
UMB Bank, n.a.93$5.53K<0.01%+4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Golden State Wealth Management, LLC93$5.53K<0.01%013F-HR/ATimeline
Allworth Financial LP93$5.08K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.83$5K<0.01%-3813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.82$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.79$4.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC86$4.69K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB78$4.64K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$2.97K<0.01%+2513F-HRTimeline
Red Tortoise LLC50$2.97K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48$2.85K<0.01%+4113F-HRTimelineGroup
Whipplewood Advisors, LLC7$2.73K<0.01%-3913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC39$2.32K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…34$2.02K<0.01%013F-HRTimeline
TD Capital Management LLC30$1.81K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28$1.66K<0.01%-14113F-HRTimelineGroup
SIGNATUREFD, LLC27$1.6K<0.01%013F-HRTimeline
Kessler Investment Group, LLC18$1.07K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17$1.01K<0.01%-113F-HRTimelineGroup
Covestor Ltd10$1K<0.01%-113F-HRTimeline
True Wealth Design, LLC14$833<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC8$476<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8$475<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc7$417<0.01%013F-HRTimeline
Stephens Consulting, LLC5$298<0.01%new13F-HRTimeline
Horizon Investments, LLC5$294<0.01%new13F-HRTimeline
Larson Financial Group LLC4$238<0.01%+213F-HRTimeline
Abound Wealth Management3$179<0.01%013F-HRTimeline
Perkins Coie Trust Co3$178<0.01%new13F-HRTimeline
IFP Advisors, Inc3$178<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC3$178<0.01%013F-HRTimeline
Global Financial Private Client, LLC3$178<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.2$119<0.01%013F-HRTimeline
Caitong International Asset Management …1$59<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$59<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-49713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.