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Disclosery

Stokes Family Office, LLC: ITOT position timeline

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

Stokes Family Office, LLC held 111,512 ITOT 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 111,512 shares
    Change vs previous 13F -30,792 shares

    2.14% of the 13F portfolio, value $18,318,067.

    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 142,304 shares
    Change vs previous 13F -22,999 shares

    2.09% of the 13F portfolio, value $20,268,420.

    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 165,303 shares
    Change vs previous 13F -4,713 shares

    2.25% of the 13F portfolio, value $24,578,963.

    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 170,016 shares
    Change vs previous 13F -125 shares

    2.35% of the 13F portfolio, value $24,762,861.

    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 170,141 shares
    Change vs previous 13F +8,072 shares

    2.41% of the 13F portfolio, value $22,975,826.

    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).

  6. period ended2025-03-31
    13F 162,069 shares
    Change vs previous 13F +378 shares

    2.22% of the 13F portfolio, value $19,774,091.

    13F-HR 0001062993-25-009221 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).

  7. period ended2024-12-31
    13F 161,691 shares
    Change vs previous 13F +1,681 shares

    2.22% of the 13F portfolio, value $20,796,715.

    13F-HR 0001062993-25-001994 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).

  8. period ended2024-09-30
    13F 160,010 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $20,100,423.

    13F-HR 0001062993-24-018851 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).