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Disclosery

Sharkey, Howes & Javer: XLE position timeline

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

Sharkey, Howes & Javer held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,559 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,559 shares
    Change vs previous 13F -283 shares

    0.03% of the 13F portfolio, value $216,990.

    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).

  3. period ended2025-03-31
    13F 2,842 shares
    Change vs previous 13F +180 shares

    0.04% of the 13F portfolio, value $265,589.

    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).

  4. period ended2024-12-31
    13F 2,662 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $227,999.

    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).

  5. period ended2024-09-30
    13F 2,640 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,777.

    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).