Sharkey, Howes & Javer
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 828,741
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 163 | 828,741 | 13F-HR | Sharkey, Howes & Javer |
| 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)
Derivatives reported exposure ($000):
864
(0.1% of total reported value)
· QoQ Δ:
+864
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.65 K | 3.6% | 3.703 K | 0 | 3.703 K |
| ETFs | 798.2 K | 96.4% | 81.85 K | 0 | 81.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
828,741
Holdings
163
QoQ value change ($000)
86,407
(11.6%)
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.