Stokes Family Office, LLC historic quarter change: Foreign Warrants, Reduced
In warrants (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Stokes Family Office, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802278), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bensler, LLC | United States | $0.969B | 194 |
| Intrua Financial, LLC | United States | $0.969B | 459 |
| Parkman Healthcare Partners LLC | United States | $0.970B | 90 |
| Pinnacle Wealth Planning Services, Inc. | United States | $0.968B | 2,737 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | United States | $0.970B | 217 |
| Cascade Financial Partners, LLC | United States | $0.970B | 266 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | United States | $0.971B | 57 |
| WNY Asset Management, LLC | United States | $0.967B | 249 |
| CUTLER INVESTMENT COUNSEL LLC | United States | $0.971B | 146 |
| Great Lakes Retirement, Inc. | United States | $0.967B | 219 |