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Disclosery

Shaker Financial Services, LLC: CSQ position timeline

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

Shaker Financial Services, LLC held 163,703 CSQ 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 163,703 shares
    Change vs previous 13F -448,880 shares

    1.05% of the 13F portfolio, value $3,365,734.

    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 612,583 shares
    Change vs previous 13F +286,709 shares

    3.66% of the 13F portfolio, value $10,487,421.

    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 325,874 shares
    Change vs previous 13F -171,140 shares

    2% of the 13F portfolio, value $6,296,529.

    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 497,014 shares
    Change vs previous 13F +102,247 shares

    3.29% of the 13F portfolio, value $9,587,401.

    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 394,767 shares
    Change vs previous 13F +33,274 shares

    2.61% of the 13F portfolio, value $7,200,551.

    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 361,493 shares
    Change vs previous 13F +872 shares

    2.28% of the 13F portfolio, value $5,848,957.

    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 360,621 shares
    Change vs previous 13F +23,879 shares

    2.46% of the 13F portfolio, value $6,423,546.

    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 336,742 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,842,474.

    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).