Sharkey, Howes & Javer
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 742,334
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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.