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Disclosery

Stokes Family Office, LLC: IVLU position timeline

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

Stokes Family Office, LLC held 31,005 IVLU 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 31,005 shares
    Change vs previous 13F -2,177 shares

    0.15% of the 13F portfolio, value $1,296,635.

    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 33,182 shares
    Change vs previous 13F -500 shares

    0.14% of the 13F portfolio, value $1,316,650.

    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 33,682 shares
    Change vs previous 13F -11,772 shares

    0.12% of the 13F portfolio, value $1,281,589.

    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 45,454 shares
    Change vs previous 13F +4,826 shares

    0.15% of the 13F portfolio, value $1,612,716.

    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 40,628 shares
    Change vs previous 13F -1,554 shares

    0.14% of the 13F portfolio, value $1,336,263.

    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 42,182 shares
    Change vs previous 13F -501 shares

    0.14% of the 13F portfolio, value $1,278,531.

    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 42,683 shares
    Change vs previous 13F +747 shares

    0.12% of the 13F portfolio, value $1,157,131.

    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 41,936 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,238,370.

    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).