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Sharkey, Howes & Javer: IBIT position timeline

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

Sharkey, Howes & Javer held 72,376 IBIT 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 72,376 shares
    Change vs previous 13F +18,089 shares

    0.29% of the 13F portfolio, value $2,409,397.

    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 54,287 shares
    Change vs previous 13F +22,177 shares

    0.28% of the 13F portfolio, value $2,085,707.

    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 32,110 shares
    Change vs previous 13F +11,442 shares

    0.2% of the 13F portfolio, value $1,594,262.

    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 20,668 shares
    Change vs previous 13F +11,319 shares

    0.17% of the 13F portfolio, value $1,343,420.

    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 9,349 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $572,252.

    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).