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Disclosery

Shaker Financial Services, LLC: FPF position timeline

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

Shaker Financial Services, LLC held 26,210 FPF 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 26,210 shares
    Change vs previous 13F -41,800 shares

    0.15% of the 13F portfolio, value $476,236.

    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 68,010 shares
    Change vs previous 13F -36,264 shares

    0.42% of the 13F portfolio, value $1,199,017.

    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 104,274 shares
    Change vs previous 13F +31,014 shares

    0.62% of the 13F portfolio, value $1,958,006.

    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 73,260 shares
    Change vs previous 13F -4,496 shares

    0.48% of the 13F portfolio, value $1,402,929.

    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 77,756 shares
    Change vs previous 13F +7,831 shares

    0.53% of the 13F portfolio, value $1,463,368.

    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 69,925 shares
    Change vs previous 13F -23,216 shares

    0.5% of the 13F portfolio, value $1,285,921.

    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 93,141 shares
    Change vs previous 13F -23,501 shares

    0.65% of the 13F portfolio, value $1,689,954.

    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 116,642 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,278,019.

    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).