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Disclosery

Shaker Financial Services, LLC: BDJ position timeline

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

Shaker Financial Services, LLC held 238,938 BDJ 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 238,938 shares
    Change vs previous 13F +28,403 shares

    0.72% of the 13F portfolio, value $2,286,637.

    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 210,535 shares
    Change vs previous 13F +113,453 shares

    0.63% of the 13F portfolio, value $1,814,812.

    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 97,082 shares
    Change vs previous 13F -271,410 shares

    0.29% of the 13F portfolio, value $920,338.

    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 368,492 shares
    Change vs previous 13F -259,437 shares

    1.15% of the 13F portfolio, value $3,356,963.

    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 627,929 shares
    Change vs previous 13F +352,617 shares

    2.02% of the 13F portfolio, value $5,582,289.

    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 275,312 shares
    Change vs previous 13F -212,614 shares

    0.92% of the 13F portfolio, value $2,367,684.

    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 487,926 shares
    Change vs previous 13F +266,733 shares

    1.55% of the 13F portfolio, value $4,040,028.

    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 221,193 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,913,320.

    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).