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Sharkey, Howes & Javer: QUAL position timeline

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

Sharkey, Howes & Javer held 77,801 QUAL 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 77,801 shares
    Change vs previous 13F -112,470 shares

    2.06% of the 13F portfolio, value $17,071,838.

    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 190,271 shares
    Change vs previous 13F -5,597 shares

    4.92% of the 13F portfolio, value $36,495,950.

    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 195,868 shares
    Change vs previous 13F -67,403 shares

    4.94% of the 13F portfolio, value $38,903,211.

    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 263,271 shares
    Change vs previous 13F -39,370 shares

    6.58% of the 13F portfolio, value $51,206,251.

    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 302,641 shares
    Change vs previous 13F -1,048 shares

    7.42% of the 13F portfolio, value $55,328,783.

    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 303,689 shares
    Change vs previous 13F +2,777 shares

    7.42% of the 13F portfolio, value $51,897,445.

    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 300,912 shares
    Change vs previous 13F +1,743 shares

    7.53% of the 13F portfolio, value $53,586,427.

    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 299,169 shares
    Change vs previous 13F not available

    7.64% of the 13F portfolio, value $53,640,961.

    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).