• 13F History

Sharkey, Howes & Javer

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$712M
Signature - Title
Joel Javer - Compliance Officer
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Sharkey, Howes & Javer. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sharkey, Howes & Javer reported 145 stock holdings with total value $712M as of Q4 2024. Top holdings included IVV, IUSB, QUAL, DYNF, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 145 $712M +$59.3M -$29.4M +$29.9M IVV, IUSB, QUAL, DYNF, IVW 13F-HR 2/5/2025, 03:42 PM
Q3 2024 143 $702M +$140M -$88.1M +$51.7M IVV, IUSB, QUAL, DYNF, IVW 13F-HR 10/21/2024, 09:58 AM
Q2 2024 117 $619M +$97.8M -$99.1M -$1.32M IVV, IUSB, QUAL, DYNF, IVW 13F-HR 7/17/2024, 12:44 PM
Q1 2024 122 $611M +$77.8M -$69.4M +$8.37M IVV, IUSB, QUAL, ESGU, EFV 13F-HR 4/18/2024, 02:58 PM
Q4 2023 115 $567M +$63.5M -$67.4M -$3.9M IVV, IUSB, QUAL, ESGU, GCOW 13F-HR 1/19/2024, 11:04 AM
Q3 2023 118 $522M +$96.5M -$84.2M +$12.4M IVV, IUSB, QUAL, EFV, ESGU 13F-HR 10/31/2023, 10:54 AM
Q2 2023 95 $528M +$77.1M -$31.1M +$46M IVV, IUSB, QUAL, GCOW, ESGU 13F-HR 7/14/2023, 09:30 AM
Q1 2023 93 $466M +$102M -$62.3M +$39.3M IVV, IUSB, ESGU, GCOW, QUAL 13F-HR 4/18/2023, 02:57 PM
Q4 2022 94 $436M +$85.2M -$118M -$32.6M IVV, ESGU, SCHD, IUSB, EFV 13F-HR 1/30/2023, 08:35 AM
Q3 2022 106 $459M +$117M -$39.2M +$78.2M ESGU, IVV, IUSB, GOVT, SCHD 13F-HR 11/2/2022, 09:26 AM
Q2 2022 87 $413M +$82.2M -$45.3M +$36.9M ESGU, IVV, IUSB, SCHD, EFV 13F-HR 7/27/2022, 11:52 AM
Q1 2022 80 $437M +$66M -$32.7M +$33.3M ESGU, IVV, IUSB, GOVT, EFV 13F-HR 4/25/2022, 05:06 PM
Q4 2021 81 $431M +$63.2M -$25M +$38.1M ESGU, IVV, IUSB, EFG, EFV 13F-HR 2/3/2022, 03:05 PM
Q3 2021 77 $387M +$46.2M -$26.8M +$19.4M ESGU, IVV, IUSB, EFV, GOVT 13F-HR 10/29/2021, 10:54 AM
Q2 2021 77 $377M +$60.6M -$23.4M +$37.3M ESGU, IVV, IUSB, GOVT, EFV 13F-HR 7/28/2021, 01:01 PM
Q1 2021 77 $320M +$77.2M -$67.8M +$9.46M ESGU, IVV, GOVT, IUSB, EFV 13F-HR 4/21/2021, 03:14 PM
Q4 2020 72 $298M +$41.5M -$26.3M +$15.2M ESGU, IVV, MGK, LQD, IXN 13F-HR 2/4/2021, 09:09 AM
Q3 2020 66 $263M +$32.5M -$7.75M +$24.7M ESGU, IVV, MGK, LQD, GOVT 13F-HR 10/21/2020, 12:03 PM
Q2 2020 65 $226M +$98.8M -$69.6M +$29.2M ESGU, IVV, MGK, LQD, USMV 13F-HR 7/22/2020, 03:15 PM
Q1 2020 58 $192M +$36.9M -$36.5M +$342K USMV, IVV, GOVT, SCHX, AGG 13F-HR 4/24/2020, 10:34 AM
Q4 2019 64 $235M +$43.6M -$35.7M +$7.84M USMV, IVV, GOVT, XMLV, SCHX 13F-HR 1/28/2020, 03:49 PM
Q3 2019 58 $232M +$54.5M -$34.8M +$19.7M USMV, SCHX, XMLV, EFAV, GOVT 13F-HR 11/1/2019, 03:45 PM
Q2 2019 190 $220M +$15.2M -$15M +$241K RSP, SCHX, XMLV, EELV, USMV 13F-HR 7/24/2019, 10:14 AM
Q1 2019 193 $213M +$93.2M -$51.9M +$41.3M SCHX, RSP, EELV, USMV, XMLV 13F-HR 4/18/2019, 04:24 PM
Q4 2018 193 $153M +$20.5M -$20.9M -$395K RSP, SCHM, SCHX, SCHA, SCHD 13F-HR 1/25/2019, 02:58 PM
Q3 2018 205 $190M +$9.31M -$5.55M +$3.77M SCHM, RSP, SCHA, SCHF, SCHX 13F-HR 10/19/2018, 02:56 PM
Q2 2018 195 $180M +$37M -$6.45M +$30.5M SCHM, RSP, SCHA, SCHF, SCHX 13F-HR 7/26/2018, 05:18 PM
Q1 2018 202 $176M +$11.9M -$3.81M +$8.06M SCHM, RSPXXXX, SCHA, SCHF, SCHX 13F-HR 4/26/2018, 01:12 PM
Q4 2017 204 $171M +$7.25M -$32.9M -$25.6M SCHM, RSPXXXX, SCHA, SCHF, SCHX Restatement 2/15/2018, 10:24 AM
Q3 2017 196 $189M +$12.7M -$8.65M +$4.05M SCHM, RSPXXXX, SCHF, SCHA, SCHX 13F-HR 10/11/2017, 05:11 PM
Q2 2017 192 $177M +$7.37M -$21.9M -$14.5M SCHM, RSPXXXX, SCHA, SCHF, SCHX 13F-HR 7/19/2017, 01:14 PM
Q1 2017 217 $186M +$78.7M -$28.2M +$50.4M SCHM, RSPXXXX, SCHA, SCHX, SCHD 13F-HR 5/10/2017, 12:03 PM
Q4 2016 208 $164M +$17.4M -$19.5M -$2.1M IHDG, SCHG, RSPXXXX, SCHA, SCHM 13F-HR 1/24/2017, 12:11 PM
Q3 2016 215 $164M +$1.07M -$964K +$107K IHDG, SCHG, SCHH, SCHA, SCHM 13F-HR 11/2/2016, 11:19 AM
Q2 2016 220 $160M +$40.9M -$1.08M +$39.8M IHDG, SCHG, SCHH, SCHA, SCHM 13F-HR 8/5/2016, 11:01 AM
Q1 2016 238 $118M +$23.4M -$47.1M -$23.7M IHDG, SCHG, SCHH, SCHA, SCHM 13F-HR 4/22/2016, 01:02 PM
Q4 2015 229 $142M +$40.9M -$28.3M +$12.6M IHDG, SCHB, SCHD, SCHM, RSPXXXX Restatement 2/9/2016, 03:47 PM
Q3 2015 208 $129M +$30.9M -$27.2M +$3.72M IHDG, SCHD, RSPXXXX, SCHA, SCHM 13F-HR 11/5/2015, 04:10 PM
Q2 2015 192 $132M +$23.4M -$958K +$22.5M IHDG, SCHD, SCHA, SCHM, DBEF 13F-HR 8/5/2015, 03:28 PM
Q1 2015 212 $156M IHDG, SCHD, RSPXXXX, SCHM, SCHA 13F-HR 5/15/2015, 12:51 PM