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Disclosery

Shaker Financial Services, LLC: CGO position timeline

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

Shaker Financial Services, LLC held 177,106 CGO 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 177,106 shares
    Change vs previous 13F -39,788 shares

    0.76% of the 13F portfolio, value $2,419,268.

    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 216,894 shares
    Change vs previous 13F +33,750 shares

    0.84% of the 13F portfolio, value $2,418,369.

    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 183,144 shares
    Change vs previous 13F -31,188 shares

    0.67% of the 13F portfolio, value $2,100,662.

    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 214,332 shares
    Change vs previous 13F +55,053 shares

    0.88% of the 13F portfolio, value $2,580,558.

    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 159,279 shares
    Change vs previous 13F -40,486 shares

    0.68% of the 13F portfolio, value $1,865,158.

    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 199,765 shares
    Change vs previous 13F +86,613 shares

    0.8% of the 13F portfolio, value $2,063,573.

    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 113,152 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,295,836.

    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).