Shaker Financial Services, LLC: BMEZ position timeline

Shaker Financial Services, LLC held 0 BMEZ 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 0 shares

   Change vs previous 13F -46,212 shares

   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).

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

2. period ended2026-03-31

   13F 46,212 shares

   Change vs previous 13F -6,440 shares

   0.23% of the 13F portfolio, value $663,605.

   13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 52,652 shares

   Change vs previous 13F -131,417 shares

   0.25% of the 13F portfolio, value $792,413.

   13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 184,069 shares

   Change vs previous 13F +184,069 shares

   0.91% of the 13F portfolio, value $2,654,275.

   13F-HR 0001172661-25-004387 filed by Shaker Financial Services, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -48,817 shares

   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).

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

6. period ended2024-12-31

   13F 48,817 shares

   Change vs previous 13F +48,817 shares

   0.27% of the 13F portfolio, value $702,965.

   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).

7. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   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).

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