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Disclosery

Shaker Financial Services, LLC: AEF position timeline

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

Shaker Financial Services, LLC held 163,459 AEF 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 163,459 shares
    Change vs previous 13F +6,000 shares

    0.49% of the 13F portfolio, value $1,569,207.

    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 157,459 shares
    Change vs previous 13F +63,128 shares

    0.4% of the 13F portfolio, value $1,147,877.

    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 94,331 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $677,297.

    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 94,331 shares
    Change vs previous 13F +13,829 shares

    0.21% of the 13F portfolio, value $611,265.

    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 80,502 shares
    Change vs previous 13F +12,000 shares

    0.17% of the 13F portfolio, value $478,182.

    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 68,502 shares
    Change vs previous 13F -1,277 shares

    0.13% of the 13F portfolio, value $339,770.

    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 69,779 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $368,761.

    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 69,779 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $393,205.

    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).