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Sharkey, Howes & Javer: IDU position timeline

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

Sharkey, Howes & Javer held 6,857 IDU 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 6,857 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $785,867.

    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 6,849 shares
    Change vs previous 13F -1,481 shares

    0.11% of the 13F portfolio, value $795,208.

    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 8,330 shares
    Change vs previous 13F -3,314 shares

    0.11% of the 13F portfolio, value $902,631.

    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 11,644 shares
    Change vs previous 13F -536 shares

    0.17% of the 13F portfolio, value $1,291,311.

    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 12,180 shares
    Change vs previous 13F -3,304 shares

    0.17% of the 13F portfolio, value $1,273,674.

    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 15,484 shares
    Change vs previous 13F +157 shares

    0.22% of the 13F portfolio, value $1,570,380.

    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 15,327 shares
    Change vs previous 13F +2,116 shares

    0.21% of the 13F portfolio, value $1,474,611.

    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 13,211 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,347,786.

    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).