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Disclosery

Stokes Family Office, LLC: IUSG position timeline

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

Stokes Family Office, LLC held 18,410 IUSG 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 18,410 shares
    Change vs previous 13F -4,732 shares

    0.4% of the 13F portfolio, value $3,462,737.

    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 23,142 shares
    Change vs previous 13F -106 shares

    0.37% of the 13F portfolio, value $3,589,556.

    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 23,248 shares
    Change vs previous 13F -304 shares

    0.36% of the 13F portfolio, value $3,904,269.

    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 23,552 shares
    Change vs previous 13F +1,244 shares

    0.37% of the 13F portfolio, value $3,875,246.

    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 22,308 shares
    Change vs previous 13F +1,184 shares

    0.35% of the 13F portfolio, value $3,355,123.

    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 21,124 shares
    Change vs previous 13F -540 shares

    0.3% of the 13F portfolio, value $2,684,438.

    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 21,664 shares
    Change vs previous 13F +1,145 shares

    0.32% of the 13F portfolio, value $3,018,878.

    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 20,519 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,706,661.

    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).