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Disclosery

Sharkey, Howes & Javer: HEFA position timeline

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

Sharkey, Howes & Javer held 4,831 HEFA 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 4,831 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $226,695.

    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 4,862 shares
    Change vs previous 13F -558 shares

    0.03% of the 13F portfolio, value $206,611.

    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 5,420 shares
    Change vs previous 13F -302 shares

    0.03% of the 13F portfolio, value $224,171.

    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 5,722 shares
    Change vs previous 13F -1,216 shares

    0.03% of the 13F portfolio, value $226,648.

    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 6,938 shares
    Change vs previous 13F -85,388 shares

    0.04% of the 13F portfolio, value $263,366.

    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 92,326 shares
    Change vs previous 13F +81,691 shares

    0.48% of the 13F portfolio, value $3,350,511.

    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 10,635 shares
    Change vs previous 13F -1,893 shares

    0.05% of the 13F portfolio, value $369,566.

    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 12,528 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $443,742.

    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).