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Sharkey, Howes & Javer: IVE position timeline

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

Sharkey, Howes & Javer held 158,405 IVE 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 158,405 shares
    Change vs previous 13F -29,248 shares

    4.34% of the 13F portfolio, value $35,967,546.

    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 187,653 shares
    Change vs previous 13F -17,341 shares

    5.34% of the 13F portfolio, value $39,623,010.

    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 204,994 shares
    Change vs previous 13F +62,111 shares

    5.53% of the 13F portfolio, value $43,473,148.

    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 142,883 shares
    Change vs previous 13F +8,312 shares

    3.79% of the 13F portfolio, value $29,506,785.

    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 134,571 shares
    Change vs previous 13F +10,494 shares

    3.53% of the 13F portfolio, value $26,297,948.

    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 124,077 shares
    Change vs previous 13F +47,347 shares

    3.38% of the 13F portfolio, value $23,646,621.

    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 76,730 shares
    Change vs previous 13F +1,810 shares

    2.06% of the 13F portfolio, value $14,646,260.

    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 74,920 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $14,771,976.

    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).