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Disclosery

Stokes Family Office, LLC: USMV position timeline

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

Stokes Family Office, LLC held 3,598 USMV 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 3,598 shares
    Change vs previous 13F -390 shares

    0.04% of the 13F portfolio, value $347,101.

    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 3,988 shares
    Change vs previous 13F -161 shares

    0.04% of the 13F portfolio, value $369,883.

    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 4,149 shares
    Change vs previous 13F -573 shares

    0.04% of the 13F portfolio, value $390,707.

    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 4,722 shares
    Change vs previous 13F +686 shares

    0.04% of the 13F portfolio, value $449,288.

    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 4,036 shares
    Change vs previous 13F +1,345 shares

    0.04% of the 13F portfolio, value $378,897.

    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 2,691 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $252,046.

    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 2,584 shares
    Change vs previous 13F -1,829 shares

    0.02% of the 13F portfolio, value $229,410.

    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 4,413 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $402,987.

    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).