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Shaker Financial Services, LLC: FTF position timeline

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

Shaker Financial Services, LLC held 271,335 FTF 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 271,335 shares
    Change vs previous 13F -187,557 shares

    0.49% of the 13F portfolio, value $1,571,030.

    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 458,892 shares
    Change vs previous 13F -36,117 shares

    0.93% of the 13F portfolio, value $2,675,341.

    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 495,009 shares
    Change vs previous 13F -198,368 shares

    0.97% of the 13F portfolio, value $3,044,306.

    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 693,377 shares
    Change vs previous 13F +21,224 shares

    1.51% of the 13F portfolio, value $4,416,812.

    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 672,153 shares
    Change vs previous 13F +123,481 shares

    1.56% of the 13F portfolio, value $4,315,223.

    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 548,672 shares
    Change vs previous 13F +106,799 shares

    1.38% of the 13F portfolio, value $3,544,422.

    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 441,873 shares
    Change vs previous 13F +47,009 shares

    1.12% of the 13F portfolio, value $2,929,618.

    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 394,864 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,633,743.

    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).