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Sharkey, Howes & Javer: TOTL position timeline

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

Sharkey, Howes & Javer held 81,325 TOTL 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 81,325 shares
    Change vs previous 13F -72,624 shares

    0.39% of the 13F portfolio, value $3,209,898.

    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 153,949 shares
    Change vs previous 13F -75,447 shares

    0.82% of the 13F portfolio, value $6,116,384.

    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 229,396 shares
    Change vs previous 13F -53,301 shares

    1.17% of the 13F portfolio, value $9,233,188.

    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 282,697 shares
    Change vs previous 13F -29,661 shares

    1.47% of the 13F portfolio, value $11,469,014.

    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 312,358 shares
    Change vs previous 13F +71,666 shares

    1.68% of the 13F portfolio, value $12,528,661.

    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 240,692 shares
    Change vs previous 13F -38,567 shares

    1.39% of the 13F portfolio, value $9,697,495.

    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 279,259 shares
    Change vs previous 13F -55,330 shares

    1.55% of the 13F portfolio, value $11,000,012.

    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 334,589 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $13,851,985.

    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).