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Disclosery

Stokes Family Office, LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stokes Family Office, LLC on EFG, newest first. How the timeline and the estimate are built.

Stokes Family Office, LLC held 1,815 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,815 shares
    Change vs previous 13F -1,393 shares

    0.03% of the 13F portfolio, value $225,822.

    13F-HR 0001062993-26-004179 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,208 shares
    Change vs previous 13F -2,383 shares

    0.04% of the 13F portfolio, value $357,275.

    13F-HR 0001062993-26-002504 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,591 shares
    Change vs previous 13F +1,047 shares

    0.06% of the 13F portfolio, value $636,959.

    13F-HR 0001062993-26-001008 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,544 shares
    Change vs previous 13F +1,205 shares

    0.05% of the 13F portfolio, value $517,483.

    13F-HR 0001062993-25-016804 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,339 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $373,980.

    13F-HR 0001062993-25-013722 filed by Stokes Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).