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Sharkey, Howes & Javer: IWF position timeline

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

Sharkey, Howes & Javer held 26,963 IWF 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 26,963 shares
    Change vs previous 13F +20,225 shares

    0.4% of the 13F portfolio, value $3,348,020.

    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 6,738 shares
    Change vs previous 13F -640 shares

    0.39% of the 13F portfolio, value $2,873,221.

    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 7,378 shares
    Change vs previous 13F -299 shares

    0.44% of the 13F portfolio, value $3,492,241.

    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 7,677 shares
    Change vs previous 13F +3 shares

    0.46% of the 13F portfolio, value $3,596,024.

    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 7,674 shares
    Change vs previous 13F -222 shares

    0.44% of the 13F portfolio, value $3,258,208.

    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 7,896 shares
    Change vs previous 13F -1,213 shares

    0.41% of the 13F portfolio, value $2,851,045.

    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 9,109 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $3,657,992.

    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 9,109 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,419,336.

    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).