Advertisement
Screener

Stokes Family Office, LLC Last Quarter Change: Foreign Bonds: Zero-Coupon Convertibles, Unchanged

Stokes Family Office, LLC quarter change: Foreign Bonds: Zero-Coupon Convertibles, Unchanged

In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Stokes Family Office, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1802278): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.

No position of this class changed this way between the two filings.

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