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Stokes Family Office, LLC: IVE position timeline

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

Stokes Family Office, LLC held 74,727 IVE 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 74,727 shares
    Change vs previous 13F -46,515 shares

    1.98% of the 13F portfolio, value $16,967,586.

    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 121,242 shares
    Change vs previous 13F -33,372 shares

    2.64% of the 13F portfolio, value $25,600,181.

    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 154,614 shares
    Change vs previous 13F +40,938 shares

    3% of the 13F portfolio, value $32,789,071.

    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 113,676 shares
    Change vs previous 13F -2,353 shares

    2.23% of the 13F portfolio, value $23,475,155.

    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 116,029 shares
    Change vs previous 13F +15,552 shares

    2.38% of the 13F portfolio, value $22,674,427.

    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 100,477 shares
    Change vs previous 13F +25,987 shares

    2.15% of the 13F portfolio, value $19,148,959.

    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 74,490 shares
    Change vs previous 13F +417 shares

    1.52% of the 13F portfolio, value $14,218,740.

    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 74,073 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $14,605,044.

    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).