LOCKERMAN FINANCIAL GROUP, INC.
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 55,557
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 87 | 55,557 | 13F-HR | LOCKERMAN FINANCIAL GROUP, INC. |
| Q4 2025 | 1/21/2026 | 82 | 52,127 | 13F-HR | LOCKERMAN FINANCIAL GROUP, INC. |
| Q3 2025 | 10/16/2025 | 118 | 79,333 | 13F-HR | LOCKERMAN FINANCIAL GROUP, INC. |
| Q2 2025 | 7/18/2025 | 121 | 74,286 | 13F-HR | LOCKERMAN FINANCIAL GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.51 K | 20.7% | 0 | 29.98 K | -29.98 K |
| ETFs | 42.43 K | 76.4% | 34.37 K | 0 | 34.37 K |
| Debt | 1.611 K | 2.9% | 0 | 33 | -33 |
| Other | 0 | 0.0% | 0 | 922 | -922 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
55,557
Holdings
87
QoQ value change ($000)
3,430
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.