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Disclosery

Stokes Family Office, LLC: SCHD position timeline

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

Stokes Family Office, LLC held 15,510 SCHD 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 15,510 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $491,828.

    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 15,510 shares
    Change vs previous 13F -925 shares

    0.05% of the 13F portfolio, value $475,853.

    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 16,435 shares
    Change vs previous 13F -67,136 shares

    0.04% of the 13F portfolio, value $450,800.

    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 83,571 shares
    Change vs previous 13F +136 shares

    0.22% of the 13F portfolio, value $2,281,500.

    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 83,435 shares
    Change vs previous 13F +1,266 shares

    0.23% of the 13F portfolio, value $2,211,024.

    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 82,169 shares
    Change vs previous 13F -15,269 shares

    0.26% of the 13F portfolio, value $2,297,451.

    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 97,438 shares
    Change vs previous 13F +93,687 shares

    0.28% of the 13F portfolio, value $2,662,013.

    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 3,751 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $317,037.

    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).