Skip to content
Disclosery

Shaker Financial Services, LLC: FFA position timeline

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

Shaker Financial Services, LLC held 328,741 FFA 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 328,741 shares
    Change vs previous 13F -6,114 shares

    2.3% of the 13F portfolio, value $7,350,649.

    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 334,855 shares
    Change vs previous 13F +48,275 shares

    2.38% of the 13F portfolio, value $6,831,042.

    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 286,580 shares
    Change vs previous 13F +41,233 shares

    2% of the 13F portfolio, value $6,310,492.

    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 245,347 shares
    Change vs previous 13F +65,352 shares

    1.81% of the 13F portfolio, value $5,279,868.

    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 179,995 shares
    Change vs previous 13F +88,539 shares

    1.34% of the 13F portfolio, value $3,686,298.

    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 91,456 shares
    Change vs previous 13F -27,686 shares

    0.69% of the 13F portfolio, value $1,766,930.

    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 119,142 shares
    Change vs previous 13F +1,157 shares

    0.95% of the 13F portfolio, value $2,467,431.

    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 117,985 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,399,815.

    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).