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Disclosery

Stokes Family Office, LLC: IUSB position timeline

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

Stokes Family Office, LLC held 437,700 IUSB 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 437,700 shares
    Change vs previous 13F -137,041 shares

    2.36% of the 13F portfolio, value $20,199,837.

    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 574,741 shares
    Change vs previous 13F -49,950 shares

    2.74% of the 13F portfolio, value $26,547,298.

    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 624,691 shares
    Change vs previous 13F +60,368 shares

    2.66% of the 13F portfolio, value $29,073,142.

    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 564,323 shares
    Change vs previous 13F -101,622 shares

    2.5% of the 13F portfolio, value $26,359,525.

    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 665,945 shares
    Change vs previous 13F -43,045 shares

    3.23% of the 13F portfolio, value $30,786,624.

    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 708,990 shares
    Change vs previous 13F +41,856 shares

    3.67% of the 13F portfolio, value $32,670,270.

    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 667,134 shares
    Change vs previous 13F -100,855 shares

    3.22% of the 13F portfolio, value $30,154,467.

    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 767,989 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $36,187,652.

    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).