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Disclosery

Sharkey, Howes & Javer: IUSB position timeline

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

Sharkey, Howes & Javer held 1,199,567 IUSB 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 1,199,567 shares
    Change vs previous 13F +215,885 shares

    6.69% of the 13F portfolio, value $55,360,027.

    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 983,682 shares
    Change vs previous 13F -29,883 shares

    6.12% of the 13F portfolio, value $45,436,284.

    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 1,013,565 shares
    Change vs previous 13F -84,263 shares

    6% of the 13F portfolio, value $47,171,330.

    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 1,097,828 shares
    Change vs previous 13F -204,988 shares

    6.59% of the 13F portfolio, value $51,279,555.

    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 1,302,816 shares
    Change vs previous 13F -157,594 shares

    8.08% of the 13F portfolio, value $60,229,164.

    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 1,460,410 shares
    Change vs previous 13F -97,755 shares

    9.63% of the 13F portfolio, value $67,295,671.

    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 1,558,165 shares
    Change vs previous 13F -141,999 shares

    9.89% of the 13F portfolio, value $70,429,075.

    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 1,700,164 shares
    Change vs previous 13F not available

    11.41% of the 13F portfolio, value $80,111,704.

    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).