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Disclosery

Stokes Family Office, LLC: IVW position timeline

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

Stokes Family Office, LLC held 175,837 IVW 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 175,837 shares
    Change vs previous 13F -57,600 shares

    2.82% of the 13F portfolio, value $24,182,814.

    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 233,437 shares
    Change vs previous 13F -23,788 shares

    2.72% of the 13F portfolio, value $26,404,035.

    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 257,225 shares
    Change vs previous 13F +6,542 shares

    2.9% of the 13F portfolio, value $31,705,596.

    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 250,683 shares
    Change vs previous 13F -19,473 shares

    2.87% of the 13F portfolio, value $30,262,486.

    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 270,156 shares
    Change vs previous 13F -20,184 shares

    3.12% of the 13F portfolio, value $29,744,169.

    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 290,340 shares
    Change vs previous 13F -17,628 shares

    3.03% of the 13F portfolio, value $26,952,248.

    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 307,968 shares
    Change vs previous 13F -19,923 shares

    3.34% of the 13F portfolio, value $31,268,032.

    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 327,891 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $31,395,515.

    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).