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Sharkey, Howes & Javer: IVW position timeline

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

Sharkey, Howes & Javer held 369,845 IVW 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 369,845 shares
    Change vs previous 13F -1,000 shares

    6.14% of the 13F portfolio, value $50,864,789.

    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 370,845 shares
    Change vs previous 13F +18,241 shares

    5.65% of the 13F portfolio, value $41,946,327.

    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 352,604 shares
    Change vs previous 13F +25,127 shares

    5.52% of the 13F portfolio, value $43,461,947.

    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 327,477 shares
    Change vs previous 13F +5,501 shares

    5.08% of the 13F portfolio, value $39,533,002.

    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 321,976 shares
    Change vs previous 13F -4,425 shares

    4.75% of the 13F portfolio, value $35,449,536.

    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 326,401 shares
    Change vs previous 13F +58,715 shares

    4.33% of the 13F portfolio, value $30,299,760.

    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 267,686 shares
    Change vs previous 13F -15,871 shares

    3.82% of the 13F portfolio, value $27,178,191.

    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 283,557 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $27,150,611.

    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).