Sharkey, Howes & Javer

All 13F Filings

Location
Denver, CO
Most recent 13F
Q1 2026
Holdings value ($000)
742,334
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/8/2026 153 742,334 13F-HR Sharkey, Howes & Javer
Q4 2025 1/13/2026 160 786,762 13F-HR Sharkey, Howes & Javer
Q3 2025 10/10/2025 159 778,094 13F-HR Sharkey, Howes & Javer
Q2 2025 7/10/2025 154 745,871 13F-HR Sharkey, Howes & Javer
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 25.95 K 3.5% 0 237 K -237 K
ETFs 716.4 K 96.5% 246.6 K 0 246.6 K
Other 0 0.0% 0 53.99 K -53.99 K
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
742,334
Holdings
153
QoQ value change ($000)
-44,428 (-5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.