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Shaker Financial Services, LLC: EVF position timeline

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

Shaker Financial Services, LLC held 57,309 EVF 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 57,309 shares
    Change vs previous 13F +9,000 shares

    0.09% of the 13F portfolio, value $285,399.

    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 48,309 shares
    Change vs previous 13F -44,112 shares

    0.08% of the 13F portfolio, value $241,062.

    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 92,421 shares
    Change vs previous 13F +27,360 shares

    0.15% of the 13F portfolio, value $487,059.

    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 65,061 shares
    Change vs previous 13F +1,836 shares

    0.12% of the 13F portfolio, value $356,535.

    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 63,225 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $359,751.

    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).