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Disclosery

Shaker Financial Services, LLC: ETW position timeline

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

Shaker Financial Services, LLC held 259,227 ETW 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 259,227 shares
    Change vs previous 13F +62,007 shares

    0.78% of the 13F portfolio, value $2,498,949.

    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 197,220 shares
    Change vs previous 13F -40,112 shares

    0.6% of the 13F portfolio, value $1,731,592.

    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 237,332 shares
    Change vs previous 13F -74,738 shares

    0.69% of the 13F portfolio, value $2,188,202.

    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 312,070 shares
    Change vs previous 13F -137,241 shares

    0.97% of the 13F portfolio, value $2,824,234.

    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 449,311 shares
    Change vs previous 13F +109,624 shares

    1.41% of the 13F portfolio, value $3,886,541.

    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 339,687 shares
    Change vs previous 13F -27,937 shares

    1.09% of the 13F portfolio, value $2,802,418.

    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 367,624 shares
    Change vs previous 13F +313,366 shares

    1.19% of the 13F portfolio, value $3,095,395.

    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 54,258 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $470,960.

    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).