Unified Ser Tr shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 233k | 44.05 |
| 2025-06-30 | $8.8M | 222k | 39.48 |
| 2025-03-31 | $8.0M | 208k | 38.60 |
| 2024-12-31 | $6.5M | 158k | 41.58 |
| 2024-09-30 | $5.8M | 150k | 38.51 |
| 2024-06-30 | $5.1M | 143k | 35.88 |
| 2024-03-31 | $5.1M | 135k | 37.92 |
| 2023-12-31 | $4.7M | 127k | 37.01 |
| 2023-09-30 | $4.1M | 120k | 34.46 |
| 2023-06-30 | $4.1M | 115k | 35.36 |
| 2023-03-31 | $2.5M | 74k | 33.36 |
| 2022-12-31 | $2.1M | 67k | 31.76 |
| 2022-09-30 | $1.9M | 64k | 29.05 |
| 2022-06-30 | $1.9M | 63k | 30.38 |
| 2022-03-31 | $2.0M | 61k | 32.78 |
| 2021-12-31 | $355k | 9.5k | 37.46 |