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Disclosery

Sharkey, Howes & Javer: XLK position timeline

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

Sharkey, Howes & Javer held 14,696 XLK 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 14,696 shares
    Change vs previous 13F -135 shares

    0.34% of the 13F portfolio, value $2,799,933.

    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 14,831 shares
    Change vs previous 13F -431 shares

    0.27% of the 13F portfolio, value $1,971,099.

    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 15,262 shares
    Change vs previous 13F +6,560 shares

    0.28% of the 13F portfolio, value $2,197,268.

    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 8,702 shares
    Change vs previous 13F -3,354 shares

    0.32% of the 13F portfolio, value $2,452,810.

    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 12,056 shares
    Change vs previous 13F -1,520 shares

    0.41% of the 13F portfolio, value $3,053,059.

    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 13,576 shares
    Change vs previous 13F -748 shares

    0.4% of the 13F portfolio, value $2,803,265.

    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 14,324 shares
    Change vs previous 13F -2,014 shares

    0.47% of the 13F portfolio, value $3,330,616.

    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 16,338 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,688,467.

    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).