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Disclosery

Shaker Financial Services, LLC: CIK position timeline

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

Shaker Financial Services, LLC held 867,755 CIK 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 867,755 shares
    Change vs previous 13F +582,569 shares

    0.67% of the 13F portfolio, value $2,152,033.

    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 285,186 shares
    Change vs previous 13F +132,916 shares

    0.25% of the 13F portfolio, value $730,077.

    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 152,270 shares
    Change vs previous 13F +99,934 shares

    0.14% of the 13F portfolio, value $430,925.

    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 52,336 shares
    Change vs previous 13F -254,040 shares

    0.05% of the 13F portfolio, value $153,345.

    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 306,376 shares
    Change vs previous 13F +97,243 shares

    0.33% of the 13F portfolio, value $906,873.

    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 209,133 shares
    Change vs previous 13F +118,247 shares

    0.24% of the 13F portfolio, value $606,486.

    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 90,886 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $262,661.

    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).