Fi3 FINANCIAL ADVISORS, LLC

SEC CIK: 0001862427
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LKFN holding history

Lakeland Financial Corp in every 13F filed by Fi3 FINANCIAL ADVISORS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LKFN overview All 13F holders of LKFN Full Q2 2026 holdings

Shares (Q2 2026): 2,213
Value: $667.7K
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of LKFN by Fi3 FINANCIAL ADVISORS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,213	$667.7K	0.2%	−7,469−77.1%	Reduced	Holders
Q1 2026	9,682	$555.6K	0.2%	−1,501−13.4%	Reduced	Holders
Q4 2025	11,183	$638.1K	0.2%	−102−0.9%	Reduced	Holders
Q3 2025	11,285	$724.5K	0.2%	+53+0.5%	Added	Holders
Q2 2025	11,232	$690.2K	0.2%	+224+2.0%	Added	Holders
Q1 2025	11,008	$654.3K	0.3%	+10+0.1%	Added	Holders
Q4 2024	10,998	$756.2K	0.3%	−63−0.6%	Reduced	Holders
Q3 2024	11,061	$720.3K	0.3%	−844−7.1%	Reduced	Holders
Q2 2024	11,905	$732.4K	0.3%	00.0%	Unchanged	Holders
Q1 2024	11,905	$728.9K	0.3%	−875−6.8%	Reduced	Holders
Q4 2023	12,780	$832.7K	0.4%	−2,008−13.6%	Reduced	Holders
Q3 2023	14,788	$701.8K	0.4%	−1,026−6.5%	Reduced	Holders
Q2 2023	15,814	$767.3K	0.4%	−1,045−6.2%	Reduced	Holders
Q1 2023	16,859	$1.06M	0.6%	−3,162−15.8%	Reduced	Holders
Q4 2022	20,021	$1.46M	0.8%	−3,162−13.6%	Reduced	Holders
Q3 2022	23,183	$1.69M	1.5%	−1,972−7.8%	Reduced	Holders
Q2 2022	25,155	$1.66M	1.4%	+135+0.5%	Added	Holders
Q1 2022	25,020	$1.83M	1.4%	+772+3.2%	Added	Holders
Q4 2021	24,248	$1.94M	1.3%	+111+0.5%	Added	Holders
Q3 2021	24,137	$1.72M	1.1%	+120+0.5%	Added	Holders
Q2 2021	24,017	$1.62M	1.1%	+770+3.3%	Added	Holders
Q1 2021	23,247	$1.61M	1.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.