Advertisement
Screener

Stokes Family Office, LLC Historic Quarter Change: USA Other Stocks, Added

Stokes Family Office, LLC historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Stokes Family Office, LLC opened 0 positions, added to 2, reduced 2 and sold out of 3.

  • Q2 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 2,463.
  • Q2 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 5,409.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM2,4632,494+31$2,393,328$2,655,528+$262,2002024-07-05
Q2 2024BLACKROCK INC
CUSIP 09247X101
United StatesCOM5,4095,434+25$4,509,698$4,278,398-$231,3002024-07-05

Similar Firms

Firm NameCountry13F ValueHoldings
Bensler, LLCUnited States$0.969B194
Intrua Financial, LLCUnited States$0.969B459
Parkman Healthcare Partners LLCUnited States$0.970B90
Pinnacle Wealth Planning Services, Inc.United States$0.968B2,737
LIBERTY ONE INVESTMENT MANAGEMENT, LLCUnited States$0.970B217
Cascade Financial Partners, LLCUnited States$0.970B266
MANE GLOBAL CAPITAL MANAGEMENT LPUnited States$0.971B57
WNY Asset Management, LLCUnited States$0.967B249
CUTLER INVESTMENT COUNSEL LLCUnited States$0.971B146
Great Lakes Retirement, Inc.United States$0.967B219