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Disclosery

Shaker Financial Services, LLC: DSL position timeline

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

Shaker Financial Services, LLC held 355,669 DSL 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 355,669 shares
    Change vs previous 13F -28,283 shares

    1.23% of the 13F portfolio, value $3,933,700.

    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 383,952 shares
    Change vs previous 13F -11,206 shares

    1.45% of the 13F portfolio, value $4,158,201.

    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 395,158 shares
    Change vs previous 13F +54,485 shares

    1.41% of the 13F portfolio, value $4,453,431.

    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 340,673 shares
    Change vs previous 13F +96,547 shares

    1.43% of the 13F portfolio, value $4,183,465.

    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 244,126 shares
    Change vs previous 13F +164,530 shares

    1.08% of the 13F portfolio, value $2,988,103.

    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 79,596 shares
    Change vs previous 13F +6,520 shares

    0.39% of the 13F portfolio, value $1,003,706.

    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 73,076 shares
    Change vs previous 13F +33,528 shares

    0.35% of the 13F portfolio, value $918,566.

    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 39,548 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $513,334.

    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).