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Disclosery

Shaker Financial Services, LLC: BIT position timeline

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

Shaker Financial Services, LLC held 80,816 BIT 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 80,816 shares
    Change vs previous 13F -56,638 shares

    0.32% of the 13F portfolio, value $1,011,817.

    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 137,454 shares
    Change vs previous 13F -29,504 shares

    0.6% of the 13F portfolio, value $1,720,925.

    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 166,958 shares
    Change vs previous 13F +166,958 shares

    0.69% of the 13F portfolio, value $2,180,472.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -30,260 shares

    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).

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

  5. period ended2025-03-31
    13F 30,260 shares
    Change vs previous 13F -4,310 shares

    0.17% of the 13F portfolio, value $438,165.

    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).

  6. period ended2024-12-31
    13F 34,570 shares
    Change vs previous 13F -10,271 shares

    0.19% of the 13F portfolio, value $504,722.

    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).

  7. period ended2024-09-30
    13F 44,841 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $681,584.

    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).