Stokes Family Office, LLC INTF — ISHARES TR

Ownership history in Stokes Family Office, LLC  ·  16 quarters on record

AI Ownership Summary

Stokes Family Office, LLC reported ISHARES TR (INTF) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.47% in 2024 Q3. The latest visible filing shows INTF at 1.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INTF 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 ISHARES TR, 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

INTF was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% 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 Q1 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.

INTF stock page Stokes Family Office, LLC fund profile Stokes Family Office, LLC full holdings
How Stokes Family Office, LLC held INTF — position size vs. price
% of Fund (quarterly)    INTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 270,110 -9,597 -3.4% 1.09% $10.5M 2026-05-12 $40.50
2025 Q4 REDUCED 26.1% +3.2% ❌ 279,707 -98,695 -26.1% 0.97% $10.6M 2026-02-18 $40.56
2025 Q3 REDUCED 53.1% +6.8% ❌ 378,402 -428,774 -53.1% 1.29% $13.6M 2025-11-14 $35.72
2025 Q2 ADDED — — — 807,176 +236,631 +41.5% 2.90% $27.6M 2025-08-06 $33.33
2025 Q1 REDUCED 46.7% +12.9% ❌ 570,545 -498,948 -46.7% 1.98% $17.6M 2025-05-13 $31.35
2024 Q4 ADDED — — — 1,069,493 +61,555 +6.1% 3.28% $30.7M 2025-02-11 $28.93
2024 Q3 ADDED — — — 1,007,938 +450,444 +80.8% 3.47% $31.7M 2024-11-12 $27.70
2024 Q2 ADDED — — — 557,494 +170,870 +44.2% 1.91% $16.3M 2024-07-05 $28.19
2024 Q1 REDUCED 38.7% +0.4% ❌ 386,624 -244,272 -38.7% 1.44% $11.5M 2024-05-06 $27.49
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INTF

As of 2026 Q1 — sorted by position size

Strategic Financial Services, Inc. 3Y 7Y 16.13% Obsido Oy 7.09% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 6.28% Clearwater Capital Advisors, LLC 3Y 7Y 5.96% Northwest Wealth Advisors, LLC 5.4% Weil Company, Inc. 3Y 7Y 4.01% DDFG, Inc 3Y 2.71% Ipsen Advisor Group LLC 2.69% MERIDIAN MANAGEMENT CO 3Y 7Y 2.59% Conrad Siegel Investment Advisors, Inc. 3Y 2.52%

FAQ About Stokes Family Office, LLC and INTF

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 INTF?

Stokes Family Office, LLC reported INTF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for INTF was 3.47% in 2024 Q3.

What is the latest reported INTF position on this page?

The most recent filing on this page is 2026 Q1, when Stokes Family Office, LLC reported 270,110 shares, equal to 1.09% of portfolio, with an estimated market value of $10.5M.

What does the chart on this INTF ownership page compare?

The chart compares Stokes Family Office, LLC's quarterly INTF 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 INTF position?

Based on 13F filing dates vs. subsequent INTF price moves, Stokes Family Office, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on INTF relative to SPY over the holding period was +0.1%.

← Back to Stokes Family Office, LLC Holdings