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Sharkey, Howes & Javer: EFG position timeline

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

Sharkey, Howes & Javer held 130,370 EFG 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 130,370 shares
    Change vs previous 13F -4,459 shares

    1.96% of the 13F portfolio, value $16,220,610.

    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 134,829 shares
    Change vs previous 13F +97,106 shares

    2.02% of the 13F portfolio, value $15,015,880.

    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 37,723 shares
    Change vs previous 13F -4,445 shares

    0.55% of the 13F portfolio, value $4,297,377.

    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 42,168 shares
    Change vs previous 13F -104,779 shares

    0.62% of the 13F portfolio, value $4,802,058.

    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 146,947 shares
    Change vs previous 13F +866 shares

    2.21% of the 13F portfolio, value $16,458,031.

    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 146,081 shares
    Change vs previous 13F -79,685 shares

    2.09% of the 13F portfolio, value $14,608,087.

    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 225,766 shares
    Change vs previous 13F +28,447 shares

    3.07% of the 13F portfolio, value $21,860,909.

    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 197,319 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $21,241,396.

    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).