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Disclosery

Shaker Financial Services, LLC: ECF position timeline

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

Shaker Financial Services, LLC held 45,699 ECF 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 45,699 shares
    Change vs previous 13F +22,268 shares

    0.19% of the 13F portfolio, value $603,684.

    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 23,431 shares
    Change vs previous 13F -6,216 shares

    0.09% of the 13F portfolio, value $261,256.

    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 29,647 shares
    Change vs previous 13F -69,554 shares

    0.11% of the 13F portfolio, value $344,795.

    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 99,201 shares
    Change vs previous 13F -8,806 shares

    0.39% of the 13F portfolio, value $1,150,732.

    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 108,007 shares
    Change vs previous 13F -33,699 shares

    0.4% of the 13F portfolio, value $1,107,072.

    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 141,706 shares
    Change vs previous 13F +35,255 shares

    0.5% of the 13F portfolio, value $1,286,691.

    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 106,451 shares
    Change vs previous 13F -4,814 shares

    0.4% of the 13F portfolio, value $1,031,511.

    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 111,265 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,000,273.

    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).