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Disclosery

Sharkey, Howes & Javer: IQDG position timeline

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

Sharkey, Howes & Javer held 11,323 IQDG 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 11,323 shares
    Change vs previous 13F -658 shares

    0.06% of the 13F portfolio, value $487,795.

    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 11,981 shares
    Change vs previous 13F -2,183 shares

    0.06% of the 13F portfolio, value $480,934.

    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 14,164 shares
    Change vs previous 13F -8,403 shares

    0.07% of the 13F portfolio, value $587,540.

    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 22,567 shares
    Change vs previous 13F -26,477 shares

    0.12% of the 13F portfolio, value $899,989.

    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 49,044 shares
    Change vs previous 13F -6,978 shares

    0.26% of the 13F portfolio, value $1,944,121.

    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 56,022 shares
    Change vs previous 13F -34,266 shares

    0.29% of the 13F portfolio, value $1,998,872.

    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 90,288 shares
    Change vs previous 13F +16,657 shares

    0.43% of the 13F portfolio, value $3,088,752.

    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 73,631 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,882,654.

    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).