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Disclosery

Shaker Financial Services, LLC: ERC position timeline

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

Shaker Financial Services, LLC held 354,984 ERC 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 354,984 shares
    Change vs previous 13F -13,065 shares

    1.03% of the 13F portfolio, value $3,295,249.

    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 368,049 shares
    Change vs previous 13F +20,201 shares

    1.17% of the 13F portfolio, value $3,344,376.

    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 347,848 shares
    Change vs previous 13F -18,718 shares

    1.03% of the 13F portfolio, value $3,260,058.

    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 366,566 shares
    Change vs previous 13F +51,013 shares

    1.21% of the 13F portfolio, value $3,540,134.

    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 315,553 shares
    Change vs previous 13F -18,014 shares

    1.09% of the 13F portfolio, value $3,004,788.

    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 333,567 shares
    Change vs previous 13F -42,724 shares

    1.21% of the 13F portfolio, value $3,100,951.

    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 376,291 shares
    Change vs previous 13F -86,600 shares

    1.34% of the 13F portfolio, value $3,486,926.

    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 462,891 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,464,550.

    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).