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Disclosery

Sharkey, Howes & Javer: XLSR position timeline

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

Sharkey, Howes & Javer held 34,790 XLSR 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 34,790 shares
    Change vs previous 13F -38,959 shares

    0.27% of the 13F portfolio, value $2,256,479.

    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 73,749 shares
    Change vs previous 13F -23,422 shares

    0.57% of the 13F portfolio, value $4,258,291.

    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 97,171 shares
    Change vs previous 13F -37,281 shares

    0.77% of the 13F portfolio, value $6,054,726.

    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 134,452 shares
    Change vs previous 13F -31,633 shares

    1.03% of the 13F portfolio, value $8,014,661.

    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 166,085 shares
    Change vs previous 13F +5,071 shares

    1.22% of the 13F portfolio, value $9,121,395.

    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 161,014 shares
    Change vs previous 13F +2,700 shares

    1.17% of the 13F portfolio, value $8,174,657.

    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 158,314 shares
    Change vs previous 13F +15,536 shares

    1.19% of the 13F portfolio, value $8,460,300.

    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 142,778 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $7,400,898.

    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).