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Sharkey, Howes & Javer: TLT position timeline

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

Sharkey, Howes & Javer held 83,089 TLT 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 83,089 shares
    Change vs previous 13F -45,158 shares

    0.87% of the 13F portfolio, value $7,180,542.

    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 128,247 shares
    Change vs previous 13F -106,573 shares

    1.5% of the 13F portfolio, value $11,117,698.

    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 234,820 shares
    Change vs previous 13F +54,297 shares

    2.6% of the 13F portfolio, value $20,466,930.

    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 180,523 shares
    Change vs previous 13F +73,164 shares

    2.07% of the 13F portfolio, value $16,133,320.

    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 107,359 shares
    Change vs previous 13F +50,817 shares

    1.27% of the 13F portfolio, value $9,474,403.

    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 56,542 shares
    Change vs previous 13F -27,277 shares

    0.74% of the 13F portfolio, value $5,147,029.

    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 83,819 shares
    Change vs previous 13F -6,154 shares

    1.03% of the 13F portfolio, value $7,319,924.

    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 89,973 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $8,826,392.

    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).