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Disclosery

Shaker Financial Services, LLC: ACP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shaker Financial Services, LLC on ACP, newest first. How the timeline and the estimate are built.

Shaker Financial Services, LLC held 441,267 ACP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 441,267 shares
    Change vs previous 13F +114,956 shares

    0.72% of the 13F portfolio, value $2,294,589.

    13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 326,311 shares
    Change vs previous 13F -267,743 shares

    0.58% of the 13F portfolio, value $1,664,187.

    13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 594,054 shares
    Change vs previous 13F +151,908 shares

    1.03% of the 13F portfolio, value $3,259,972.

    13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 442,146 shares
    Change vs previous 13F +138,600 shares

    0.88% of the 13F portfolio, value $2,564,447.

    13F-HR 0001172661-25-004387 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 303,546 shares
    Change vs previous 13F +119,795 shares

    0.65% of the 13F portfolio, value $1,790,922.

    13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 183,751 shares
    Change vs previous 13F -4,398 shares

    0.42% of the 13F portfolio, value $1,082,294.

    13F-HR 0001172661-25-001629 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 188,149 shares
    Change vs previous 13F -256,000 shares

    0.44% of the 13F portfolio, value $1,137,613.

    13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 444,149 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,940,267.

    13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).