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Sharkey, Howes & Javer: SPYV position timeline

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

Sharkey, Howes & Javer held 122,220 SPYV 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 122,220 shares
    Change vs previous 13F +3,452 shares

    0.9% of the 13F portfolio, value $7,429,777.

    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 118,768 shares
    Change vs previous 13F -3,414 shares

    0.91% of the 13F portfolio, value $6,719,894.

    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 122,182 shares
    Change vs previous 13F +42,262 shares

    0.88% of the 13F portfolio, value $6,941,142.

    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 79,920 shares
    Change vs previous 13F -4,743 shares

    0.57% of the 13F portfolio, value $4,421,954.

    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 84,663 shares
    Change vs previous 13F +7,051 shares

    0.59% of the 13F portfolio, value $4,431,277.

    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 77,612 shares
    Change vs previous 13F +10,735 shares

    0.57% of the 13F portfolio, value $3,963,659.

    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 66,877 shares
    Change vs previous 13F +5,605 shares

    0.48% of the 13F portfolio, value $3,420,090.

    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 61,272 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,238,838.

    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).