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Sharkey, Howes & Javer: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharkey, Howes & Javer on AGG, newest first. How the timeline and the estimate are built.

Sharkey, Howes & Javer held 5,662 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,662 shares
    Change vs previous 13F -167 shares

    0.07% of the 13F portfolio, value $560,425.

    13F-HR 0001642246-26-000004 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,829 shares
    Change vs previous 13F -2,665 shares

    0.08% of the 13F portfolio, value $578,645.

    13F-HR 0001642246-26-000003 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,494 shares
    Change vs previous 13F -1,768 shares

    0.11% of the 13F portfolio, value $848,381.

    13F-HR 0001642246-26-000001 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,262 shares
    Change vs previous 13F -392 shares

    0.13% of the 13F portfolio, value $1,028,766.

    13F-HR 0001642246-25-000007 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,654 shares
    Change vs previous 13F -29,233 shares

    0.14% of the 13F portfolio, value $1,056,877.

    13F-HR 0001642246-25-000004 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,887 shares
    Change vs previous 13F -69,266 shares

    0.56% of the 13F portfolio, value $3,945,622.

    13F-HR 0001642246-25-000003 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 109,153 shares
    Change vs previous 13F +106,957 shares

    1.49% of the 13F portfolio, value $10,576,926.

    13F-HR 0001642246-25-000001 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,389.

    13F-HR 0001642246-24-000008 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).