Shaker Financial Services, LLC: ACV position timeline

Shaker Financial Services, LLC held 7,355 ACV 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 7,355 shares

   Change vs previous 13F +7,355 shares

   0.07% of the 13F portfolio, value $208,441.

   13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -42,344 shares

   13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 42,344 shares

   Change vs previous 13F +5,391 shares

   0.33% of the 13F portfolio, value $846,881.

   13F-HR 0001172661-25-001629 filed by Shaker Financial Services, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 36,953 shares

   Change vs previous 13F -13,923 shares

   0.31% of the 13F portfolio, value $811,120.

   13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 50,876 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $1,091,800.

   13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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