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Disclosery

Shaker Financial Services, LLC: EEA position timeline

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

Shaker Financial Services, LLC held 500,778 EEA 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 500,778 shares
    Change vs previous 13F -7,539 shares

    1.72% of the 13F portfolio, value $5,506,055.

    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 508,317 shares
    Change vs previous 13F +6,200 shares

    1.75% of the 13F portfolio, value $5,027,256.

    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 502,117 shares
    Change vs previous 13F +56,564 shares

    1.76% of the 13F portfolio, value $5,556,505.

    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 445,553 shares
    Change vs previous 13F -1,778 shares

    1.66% of the 13F portfolio, value $4,829,795.

    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 447,331 shares
    Change vs previous 13F +54,759 shares

    1.66% of the 13F portfolio, value $4,576,197.

    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 392,572 shares
    Change vs previous 13F +91,113 shares

    1.39% of the 13F portfolio, value $3,572,406.

    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 301,459 shares
    Change vs previous 13F -77,845 shares

    0.96% of the 13F portfolio, value $2,495,484.

    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 379,304 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,557,872.

    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).