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Disclosery

Shaker Financial Services, LLC: CHW position timeline

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

Shaker Financial Services, LLC held 412,262 CHW 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 412,262 shares
    Change vs previous 13F -51,344 shares

    1.15% of the 13F portfolio, value $3,673,255.

    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 463,606 shares
    Change vs previous 13F -221,092 shares

    1.17% of the 13F portfolio, value $3,365,780.

    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 684,698 shares
    Change vs previous 13F -139,792 shares

    1.62% of the 13F portfolio, value $5,107,838.

    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 824,490 shares
    Change vs previous 13F -16,980 shares

    2.13% of the 13F portfolio, value $6,216,655.

    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 841,470 shares
    Change vs previous 13F +101,929 shares

    2.18% of the 13F portfolio, value $5,999,682.

    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 739,541 shares
    Change vs previous 13F +18,510 shares

    1.84% of the 13F portfolio, value $4,725,667.

    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 721,031 shares
    Change vs previous 13F -124,962 shares

    1.88% of the 13F portfolio, value $4,903,081.

    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 845,993 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $6,065,770.

    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).