Lokken Investment Group LLC / MGMT
Lokken Investment Group LLC’s Unified Ser Tr Position
Does Lokken Investment Group LLC own Unified Ser Tr (MGMT)? Yes — 232.9K shares worth $10M (+3.52% of its 13F portfolio) as of Q3 2025, up from 221.6K shares the prior filed quarter.
Position Value
$10M
Q3 2025
Shares
232.9K
% of Portfolio
+3.52%
Quarters Held
16
currently held
Position History MGMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 232.9K | $10M | +3.52% |
| Q2 2025 | 221.6K | $9M | +3.37% |
| Q1 2025 | 207.5K | $8M | +3.38% |
| Q4 2024 | 157.5K | $7M | +2.83% |
| Q3 2024 | 149.8K | $6M | +2.41% |
| Q2 2024 | 142.5K | $5M | +2.41% |
| Q1 2024 | 135.1K | $5M | +2.55% |
| Q4 2023 | 126.5K | $5M | +2.65% |
| Q3 2023 | 119.5K | $4M | +2.70% |
| Q2 2023 | 115.0K | $4M | +2.65% |
| Q1 2023 | 74.2K | $2M | +1.88% |
| Q4 2022 | 67.3K | $2M | +1.69% |
| Q3 2022 | 64.3K | $2M | +1.61% |
| Q2 2022 | 63.1K | $2M | +1.55% |
| Q1 2022 | 60.5K | $2M | +1.57% |
| Q4 2021 | 9.5K | $355,000 | +0.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of MGMT.