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Disclosery

LKFN LAKELAND FINL CORP

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COM (common), issuer CIK 721994

232 managers (236 13F filers) reported a position in LKFN shares at 2025-06-30, 21,509,816 shares in all. 18 filers opened a position and 29 filers sold out during the quarter.

Managers
232
13F filers
236
New
18
Added
88
Reduced
85
Sold out
29
Shares held by filers
21,509,816

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hemington Wealth Management82$5K<0.01%-5913F-HRTimeline
Physician Wealth Advisors, Inc.79$4.86K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB78$4.79K<0.01%013F-HRTimeline
UMB Bank, n.a.52$3.19K<0.01%-4113F-HR/ATimeline
Red Tortoise LLC50$3.07K<0.01%013F-HRTimeline
WPG Advisers, LLC50$3.07K<0.01%-5313F-HRTimeline
Brooklyn Investment Group46$2.83K<0.01%new13F-HR/ATimeline
Whipplewood Advisors, LLC46$2.83K<0.01%+3913F-HRTimeline
Steward Partners Investment Advisory, L…34$2.09K<0.01%013F-HRTimeline
TD Capital Management LLC31$1.89K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC29$1.78K<0.01%-1013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28$1.72K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC27$1.66K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$1.54K<0.01%-2513F-HRTimeline
Kessler Investment Group, LLC18$1.11K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17$1.04K<0.01%013F-HRTimelineGroup
Covestor Ltd10$1K<0.01%013F-HRTimeline
Stephens Consulting, LLC15$922<0.01%+1013F-HRTimeline
MAI Capital Management13$799<0.01%new13F-HRTimeline
Clearstead Trust, LLC12$738<0.01%new13F-HRTimeline
True Wealth Design, LLC10$615<0.01%-413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8$491<0.01%013F-HRTimeline
Bell Investment Advisors, Inc7$431<0.01%013F-HRTimeline
Abound Wealth Management3$185<0.01%013F-HRTimeline
Larson Financial Group LLC3$184<0.01%-113F-HRTimeline
Fortitude Family Office, LLC3$184<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2$123<0.01%-613F-HRTimeline
Farther Finance Advisors, LLC2$123<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.1$62<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC1$62<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$61<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.