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Sharkey, Howes & Javer: IVV position timeline

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

Sharkey, Howes & Javer held 165,780 IVV 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 165,780 shares
    Change vs previous 13F +57,128 shares

    15% of the 13F portfolio, value $124,150,783.

    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 108,652 shares
    Change vs previous 13F +18,597 shares

    9.56% of the 13F portfolio, value $70,972,295.

    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 90,055 shares
    Change vs previous 13F +4,514 shares

    7.84% of the 13F portfolio, value $61,682,528.

    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 85,541 shares
    Change vs previous 13F +5,339 shares

    7.36% of the 13F portfolio, value $57,252,588.

    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 80,202 shares
    Change vs previous 13F -51,660 shares

    6.68% of the 13F portfolio, value $49,797,534.

    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 131,862 shares
    Change vs previous 13F -23,299 shares

    10.6% of the 13F portfolio, value $74,093,416.

    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 155,161 shares
    Change vs previous 13F -4,380 shares

    12.83% of the 13F portfolio, value $91,340,420.

    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 159,541 shares
    Change vs previous 13F not available

    13.11% of the 13F portfolio, value $92,026,554.

    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).