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Disclosery

Shaker Financial Services, LLC: EOD position timeline

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

Shaker Financial Services, LLC held 37,495 EOD 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 37,495 shares
    Change vs previous 13F -21,696 shares

    0.08% of the 13F portfolio, value $244,843.

    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 59,191 shares
    Change vs previous 13F -127,026 shares

    0.12% of the 13F portfolio, value $345,084.

    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 186,217 shares
    Change vs previous 13F -41,921 shares

    0.35% of the 13F portfolio, value $1,117,628.

    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 228,138 shares
    Change vs previous 13F +82,979 shares

    0.45% of the 13F portfolio, value $1,320,708.

    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 145,159 shares
    Change vs previous 13F +101,024 shares

    0.29% of the 13F portfolio, value $791,119.

    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 44,135 shares
    Change vs previous 13F -248,072 shares

    0.09% of the 13F portfolio, value $226,591.

    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 292,207 shares
    Change vs previous 13F -50,573 shares

    0.57% of the 13F portfolio, value $1,486,882.

    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 342,780 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,761,676.

    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).