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Disclosery

Shaker Financial Services, LLC: FINS position timeline

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

Shaker Financial Services, LLC held 29,245 FINS 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 29,245 shares
    Change vs previous 13F +17,291 shares

    0.12% of the 13F portfolio, value $374,336.

    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 11,954 shares
    Change vs previous 13F -93,285 shares

    0.05% of the 13F portfolio, value $152,414.

    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 105,239 shares
    Change vs previous 13F -39,737 shares

    0.44% of the 13F portfolio, value $1,390,208.

    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 144,976 shares
    Change vs previous 13F -18,754 shares

    0.65% of the 13F portfolio, value $1,900,636.

    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 163,730 shares
    Change vs previous 13F +30,346 shares

    0.77% of the 13F portfolio, value $2,125,216.

    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 133,384 shares
    Change vs previous 13F -21,284 shares

    0.7% of the 13F portfolio, value $1,798,017.

    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 154,668 shares
    Change vs previous 13F +55,865 shares

    0.75% of the 13F portfolio, value $1,964,284.

    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 98,803 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,306,176.

    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).