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Disclosery

Shaker Financial Services, LLC: BWG position timeline

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

Shaker Financial Services, LLC held 473,763 BWG 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 473,763 shares
    Change vs previous 13F +77,768 shares

    1.18% of the 13F portfolio, value $3,761,679.

    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 395,995 shares
    Change vs previous 13F +87,703 shares

    1.06% of the 13F portfolio, value $3,037,282.

    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 308,292 shares
    Change vs previous 13F -41,682 shares

    0.82% of the 13F portfolio, value $2,580,405.

    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 349,974 shares
    Change vs previous 13F -32,494 shares

    1.05% of the 13F portfolio, value $3,065,822.

    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 382,468 shares
    Change vs previous 13F +133,608 shares

    1.16% of the 13F portfolio, value $3,208,907.

    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 248,860 shares
    Change vs previous 13F +23,473 shares

    0.82% of the 13F portfolio, value $2,096,172.

    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 225,387 shares
    Change vs previous 13F -34,894 shares

    0.69% of the 13F portfolio, value $1,803,096.

    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 260,281 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,321,707.

    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).