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Disclosery

Shaker Financial Services, LLC: DLY position timeline

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

Shaker Financial Services, LLC held 170,675 DLY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 170,675 shares
    Change vs previous 13F +12,752 shares

    0.75% of the 13F portfolio, value $2,281,925.

    13F-HR 0001172661-26-004522 filed by Shaker Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 157,923 shares
    Change vs previous 13F -36,709 shares

    0.7% of the 13F portfolio, value $2,221,977.

    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).

  3. period ended2026-03-31
    13F 194,632 shares
    Change vs previous 13F +8,851 shares

    0.94% of the 13F portfolio, value $2,709,278.

    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).

  4. period ended2025-12-31
    13F 185,781 shares
    Change vs previous 13F -108,929 shares

    0.86% of the 13F portfolio, value $2,701,256.

    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).

  5. period ended2025-09-30
    13F 294,710 shares
    Change vs previous 13F +211,297 shares

    1.52% of the 13F portfolio, value $4,444,227.

    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).

  6. period ended2025-06-30
    13F 83,413 shares
    Change vs previous 13F +83,413 shares

    0.47% of the 13F portfolio, value $1,300,409.

    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).

  7. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -20,884 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 20,884 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $330,594.

    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).