Shaker Financial Services, LLC: CET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shaker Financial Services, LLC on CET, newest first. How the timeline and the estimate are built.
Shaker Financial Services, LLC held 26,884 CET shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 26,884 sharesChange vs previous 13F +1,765 shares
0.44% of the 13F portfolio, value $1,410,043.
13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,119 sharesChange vs previous 13F -82,601 shares
0.43% of the 13F portfolio, value $1,247,388.
13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 107,720 sharesChange vs previous 13F -25,185 shares
1.73% of the 13F portfolio, value $5,462,459.
13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 132,905 sharesChange vs previous 13F -78,817 shares
2.34% of the 13F portfolio, value $6,827,308.
13F-HR 0001172661-25-004387 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 211,722 sharesChange vs previous 13F +30,909 shares
3.67% of the 13F portfolio, value $10,132,994.
13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 180,813 sharesChange vs previous 13F +13,172 shares
3.16% of the 13F portfolio, value $8,129,333.
13F-HR 0001172661-25-001629 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 167,641 sharesChange vs previous 13F +28,288 shares
2.93% of the 13F portfolio, value $7,659,498.
13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 139,353 sharesChange vs previous 13F not available
2.41% of the 13F portfolio, value $6,387,922.
13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).