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
- period ended2026-06-3013F 271,335 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 458,892 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 495,009 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 693,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 672,153 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 548,672 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 441,873 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 394,864 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).