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Disclosery

Shaker Financial Services, LLC: EHI position timeline

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

Shaker Financial Services, LLC held 263,590 EHI 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 263,590 shares
    Change vs previous 13F -264,314 shares

    0.47% of the 13F portfolio, value $1,436,566.

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

  2. period ended2026-06-30
    13F 527,904 shares
    Change vs previous 13F +134,277 shares

    0.99% of the 13F portfolio, value $3,146,308.

    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 393,627 shares
    Change vs previous 13F -30,247 shares

    0.81% of the 13F portfolio, value $2,322,400.

    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 423,874 shares
    Change vs previous 13F -129,659 shares

    0.86% of the 13F portfolio, value $2,717,033.

    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 553,533 shares
    Change vs previous 13F +138,556 shares

    1.27% of the 13F portfolio, value $3,692,374.

    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 414,977 shares
    Change vs previous 13F +158,042 shares

    0.99% of the 13F portfolio, value $2,742,998.

    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 256,935 shares
    Change vs previous 13F +236,193 shares

    0.67% of the 13F portfolio, value $1,711,377.

    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).

  8. period ended2024-12-31
    13F 20,742 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $138,557.

    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).