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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

  1. period ended2026-06-30
    13F 26,884 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 25,119 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 107,720 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 132,905 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 211,722 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 180,813 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 167,641 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 139,353 shares
    Change 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), ingested

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