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Disclosery

Shaker Financial Services, LLC: FT position timeline

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

Shaker Financial Services, LLC held 24,870 FT 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 24,870 shares
    Change vs previous 13F -23,064 shares

    0.06% of the 13F portfolio, value $200,577.

    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 47,934 shares
    Change vs previous 13F +32,178 shares

    0.13% of the 13F portfolio, value $383,952.

    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 15,756 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $126,048.

    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 15,756 shares
    Change vs previous 13F -55,127 shares

    0.04% of the 13F portfolio, value $126,679.

    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 70,883 shares
    Change vs previous 13F +36,570 shares

    0.2% of the 13F portfolio, value $540,129.

    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 34,313 shares
    Change vs previous 13F -16,875 shares

    0.1% of the 13F portfolio, value $258,377.

    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 51,188 shares
    Change vs previous 13F +11,042 shares

    0.14% of the 13F portfolio, value $374,185.

    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 40,146 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $303,504.

    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).