Skip to content
Disclosery

Shaker Financial Services, LLC: ASG position timeline

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

Shaker Financial Services, LLC held 1,527,646 ASG 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 1,527,646 shares
    Change vs previous 13F -306,161 shares

    2.62% of the 13F portfolio, value $8,356,224.

    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 1,833,807 shares
    Change vs previous 13F +286,132 shares

    3.04% of the 13F portfolio, value $8,710,584.

    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 1,547,675 shares
    Change vs previous 13F +232,946 shares

    2.65% of the 13F portfolio, value $8,353,882.

    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 1,314,729 shares
    Change vs previous 13F -26,204 shares

    2.5% of the 13F portfolio, value $7,296,746.

    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 1,340,933 shares
    Change vs previous 13F -145,231 shares

    2.66% of the 13F portfolio, value $7,334,904.

    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 1,486,164 shares
    Change vs previous 13F +246,481 shares

    2.83% of the 13F portfolio, value $7,267,342.

    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 1,239,683 shares
    Change vs previous 13F -16,258 shares

    2.73% of the 13F portfolio, value $7,124,795.

    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 1,255,941 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $7,045,830.

    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).