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Shaker Financial Services, LLC: EOS position timeline

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

Shaker Financial Services, LLC held 238,696 EOS 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 238,696 shares
    Change vs previous 13F -36,976 shares

    1.65% of the 13F portfolio, value $5,260,860.

    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 275,672 shares
    Change vs previous 13F +90,687 shares

    1.97% of the 13F portfolio, value $5,640,250.

    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 184,985 shares
    Change vs previous 13F +78,443 shares

    1.37% of the 13F portfolio, value $4,330,499.

    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 106,542 shares
    Change vs previous 13F +57,377 shares

    0.87% of the 13F portfolio, value $2,549,551.

    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 49,165 shares
    Change vs previous 13F +9,665 shares

    0.43% of the 13F portfolio, value $1,190,285.

    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 39,500 shares
    Change vs previous 13F +27,809 shares

    0.32% of the 13F portfolio, value $833,450.

    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 11,691 shares
    Change vs previous 13F -48,399 shares

    0.11% of the 13F portfolio, value $280,000.

    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 60,090 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,303,953.

    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).