Stokes Family Office, LLC CKX — CKX LDS INC

Ownership history in Stokes Family Office, LLC  ·  7 quarters on record

AI Ownership Summary

Stokes Family Office, LLC reported CKX LDS INC (CKX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows CKX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CKX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stokes Family Office, LLC's position in CKX LDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CKX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CKX stock page Stokes Family Office, LLC fund profile Stokes Family Office, LLC full holdings
How Stokes Family Office, LLC held CKX — position size vs. price
% of Fund (quarterly)    CKX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 18,264 — 0% 0.02% $189K 2026-05-12 $10.79
2025 Q4 UNCHANGED — — — 18,264 — 0% 0.02% $167K 2026-02-18 $10.51
2025 Q3 UNCHANGED — — — 18,264 — 0% 0.02% $203K 2025-11-14 $10.33
2025 Q2 REDUCED 37.7% +5.6% ❌ 18,264 -11,063 -37.7% 0.02% $195K 2025-08-06 $11.56
2025 Q1 UNCHANGED — — — 29,327 — 0% 0.04% $348K 2025-05-13 $10.75
2024 Q4 REDUCED — — — 29,327 -31 -0.1% 0.04% $370K 2025-02-11 $11.37
2024 Q3 INITIATED — — — 29,358 — — 0.04% $409K 2024-11-12 $12.80

🏢 Other funds also holding CKX

As of 2026 Q1 — sorted by position size

Rodgers Brothers Inc. 3Y 7Y 0.04% Financial Management Professionals, Inc. 3Y 7Y 0.01% PFG Investments, LLC 0.01% BFSG, LLC 3Y 7Y 0.0% Olistico Wealth, LLC 3Y 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0% Advisory Services Network, LLC 3Y 7Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%

FAQ About Stokes Family Office, LLC and CKX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stokes Family Office, LLC reported owning CKX?

Stokes Family Office, LLC reported CKX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CKX position in Stokes Family Office, LLC's portfolio?

The largest reported portfolio weight for CKX was 0.04% in 2024 Q3.

What is the latest reported CKX position on this page?

The most recent filing on this page is 2026 Q1, when Stokes Family Office, LLC reported 18,264 shares, equal to 0.02% of portfolio, with an estimated market value of $189K.

What does the chart on this CKX ownership page compare?

The chart compares Stokes Family Office, LLC's quarterly CKX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stokes Family Office, LLC time their CKX position?

Based on 13F filing dates vs. subsequent CKX price moves, Stokes Family Office, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CKX relative to SPY over the holding period was -23.5%.

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