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Disclosery

Sharkey, Howes & Javer: SPDW position timeline

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

Sharkey, Howes & Javer held 23,258 SPDW 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 23,258 shares
    Change vs previous 13F -31,887 shares

    0.14% of the 13F portfolio, value $1,171,971.

    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 55,145 shares
    Change vs previous 13F -5,603 shares

    0.34% of the 13F portfolio, value $2,517,388.

    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 60,748 shares
    Change vs previous 13F +41,477 shares

    0.34% of the 13F portfolio, value $2,697,837.

    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 19,271 shares
    Change vs previous 13F -111,891 shares

    0.11% of the 13F portfolio, value $824,610.

    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 131,162 shares
    Change vs previous 13F +16,375 shares

    0.71% of the 13F portfolio, value $5,310,753.

    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 114,787 shares
    Change vs previous 13F +88,382 shares

    0.6% of the 13F portfolio, value $4,179,395.

    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 26,405 shares
    Change vs previous 13F +2,565 shares

    0.13% of the 13F portfolio, value $901,203.

    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 23,840 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $895,430.

    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).