LCTD BLACKROCK ETF TRUST

Ownership history in Sharkey, Howes & Javer  ·  10 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported BLACKROCK ETF TRUST (LCTD) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows LCTD at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LCTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer's position in BLACKROCK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LCTD was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sharkey, Howes & Javer held LCTD — position size vs. price
% of Fund (quarterly)    LCTD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,055 -4,087 -25.3% 0.08% $659K 2026-02-14 (Est.) $58.93
2025 Q3 REDUCED 16,142 -198 -1.2% 0.11% $860K 2025-10-10 $51.73
2025 Q2 ADDED 16,340 +8 +0.0% 0.11% $831K 2025-07-10 $50.13
2025 Q1 REDUCED 16,332 -847 -4.9% 0.11% $754K 2025-04-30 $46.26
2024 Q4 ADDED 17,179 +1,106 +6.9% 0.11% $748K 2025-02-05 $44.25
2024 Q3 ADDED 16,073 +29 +0.2% 0.11% $782K 2024-10-21 $44.63
2024 Q2 REDUCED 16,044 -1,336 -7.7% 0.12% $718K 2024-07-17 $43.82
2024 Q1 ADDED 17,380 +1,188 +7.3% 0.13% $794K 2024-04-18 $40.60
2023 Q4 ADDED 16,192 +3,596 +28.5% 0.12% $708K 2024-01-19 $39.82
2023 Q3 INITIATED 12,596 0.10% $507K 2023-10-31 $35.46

FAQ About Sharkey, Howes & Javer and LCTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sharkey, Howes & Javer reported owning LCTD?

Sharkey, Howes & Javer reported LCTD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LCTD position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for LCTD was 0.13% in 2024 Q1.

What is the latest reported LCTD position on this page?

The most recent filing on this page is 2025 Q4, when Sharkey, Howes & Javer reported 12,055 shares, equal to 0.08% of portfolio, with an estimated market value of $659K.

What does the chart on this LCTD ownership page compare?

The chart compares Sharkey, Howes & Javer's quarterly LCTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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