Current Market Value 953,116,079
Current Holdings 234
Most Recent File Date 2025-08-06
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Stokes Family Office, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 234 953,116
2025-05-13 2025-03-31 13F-HR 233 889,544
2025-02-11 2024-12-31 13F-HR 244 936,372
2024-11-12 2024-09-30 13F-HR 227 914,111
2024-07-05 2024-06-30 13F-HR 223 852,819
2024-05-06 2024-03-31 13F-HR 222 800,397
2024-02-06 2023-12-31 13F-HR 221 740,126
2023-11-13 2023-09-30 13F-HR 341 851,962
2023-08-14 2023-06-30 13F-HR 329 865,489
2023-05-08 2023-03-31 13F-HR 302 802,664
2023-02-14 2022-12-31 13F-HR 275 776,954
2022-11-14 2022-09-30 13F-HR 272 700,922
2022-08-05 2022-06-30 13F-HR 271 733,018
2022-05-16 2022-03-31 13F-HR 259 753,615
2022-02-15 2021-12-31 13F-HR 252 804,018
2021-11-15 2021-09-30 13F-HR 230 720,740
2021-08-12 2021-06-30 13F-HR 218 706,527
2021-05-13 2021-03-31 13F-HR 197 643,119
2021-02-10 2020-12-31 13F-HR 170 507,290
2020-11-12 2020-09-30 13F-HR 152 441,386
2020-08-11 2020-06-30 13F-HR 129 396,552
2020-05-12 2020-03-31 13F-HR 119 374,961
2020-02-10 2019-12-31 13F-HR 127 450,231