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Disclosery

Stokes Family Office, LLC: IVV position timeline

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

Stokes Family Office, LLC held 6,405 IVV 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 6,405 shares
    Change vs previous 13F -298 shares

    0.56% of the 13F portfolio, value $4,796,377.

    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 6,703 shares
    Change vs previous 13F -182 shares

    0.45% of the 13F portfolio, value $4,378,491.

    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 6,885 shares
    Change vs previous 13F -2,261 shares

    0.43% of the 13F portfolio, value $4,715,972.

    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 9,146 shares
    Change vs previous 13F +1,117 shares

    0.58% of the 13F portfolio, value $6,121,728.

    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 8,029 shares
    Change vs previous 13F -47 shares

    0.52% of the 13F portfolio, value $4,985,024.

    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 8,076 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $4,538,169.

    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 8,075 shares
    Change vs previous 13F +75 shares

    0.51% of the 13F portfolio, value $4,753,806.

    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 8,000 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,614,615.

    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).