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Stokes Family Office, LLC: QVAL position timeline

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

Stokes Family Office, LLC held 131,695 QVAL 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 131,695 shares
    Change vs previous 13F -78,985 shares

    0.85% of the 13F portfolio, value $7,302,475.

    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 210,680 shares
    Change vs previous 13F -23,734 shares

    1.13% of the 13F portfolio, value $10,985,136.

    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 234,414 shares
    Change vs previous 13F -4,553 shares

    1.05% of the 13F portfolio, value $11,438,251.

    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 238,967 shares
    Change vs previous 13F -3,074 shares

    1.06% of the 13F portfolio, value $11,147,796.

    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 242,041 shares
    Change vs previous 13F +619 shares

    1.12% of the 13F portfolio, value $10,652,212.

    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 241,422 shares
    Change vs previous 13F +101,736 shares

    1.16% of the 13F portfolio, value $10,296,631.

    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 139,686 shares
    Change vs previous 13F +599 shares

    0.67% of the 13F portfolio, value $6,235,583.

    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 139,087 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,416,954.

    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).