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Sharkey, Howes & Javer: OEF position timeline

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

Sharkey, Howes & Javer held 3,318 OEF 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 3,318 shares
    Change vs previous 13F -7,219 shares

    0.15% of the 13F portfolio, value $1,214,024.

    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 10,537 shares
    Change vs previous 13F -84,326 shares

    0.45% of the 13F portfolio, value $3,351,400.

    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 94,863 shares
    Change vs previous 13F +5,638 shares

    4.14% of the 13F portfolio, value $32,535,331.

    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 89,225 shares
    Change vs previous 13F +38,612 shares

    3.82% of the 13F portfolio, value $29,697,719.

    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 50,613 shares
    Change vs previous 13F +15,662 shares

    2.07% of the 13F portfolio, value $15,404,089.

    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 34,951 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $9,465,779.

    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).