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Sharkey, Howes & Javer: IAGG position timeline

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

Sharkey, Howes & Javer held 30,856 IAGG 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 30,856 shares
    Change vs previous 13F -261,095 shares

    0.19% of the 13F portfolio, value $1,561,292.

    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 291,951 shares
    Change vs previous 13F +72,929 shares

    1.97% of the 13F portfolio, value $14,609,238.

    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 219,022 shares
    Change vs previous 13F -16,570 shares

    1.39% of the 13F portfolio, value $10,953,289.

    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 235,592 shares
    Change vs previous 13F +39,378 shares

    1.55% of the 13F portfolio, value $12,069,378.

    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 196,214 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $10,024,573.

    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).