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Disclosery

Stokes Family Office, LLC: SCHF position timeline

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

Stokes Family Office, LLC held 13,904 SCHF 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 13,904 shares
    Change vs previous 13F -123,943 shares

    0.04% of the 13F portfolio, value $385,141.

    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 137,847 shares
    Change vs previous 13F -644,142 shares

    0.35% of the 13F portfolio, value $3,411,721.

    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 781,989 shares
    Change vs previous 13F +727 shares

    1.72% of the 13F portfolio, value $18,799,023.

    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 781,262 shares
    Change vs previous 13F -29,394 shares

    1.73% of the 13F portfolio, value $18,187,771.

    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 810,656 shares
    Change vs previous 13F -25,608 shares

    1.88% of the 13F portfolio, value $17,915,489.

    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 836,264 shares
    Change vs previous 13F +6,957 shares

    1.86% of the 13F portfolio, value $16,541,293.

    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 829,307 shares
    Change vs previous 13F +417,437 shares

    1.64% of the 13F portfolio, value $15,342,171.

    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 411,870 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $16,936,101.

    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).