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Disclosery

Shaker Financial Services, LLC: FUND position timeline

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

Shaker Financial Services, LLC held 126,728 FUND 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 126,728 shares
    Change vs previous 13F -76,480 shares

    0.38% of the 13F portfolio, value $1,201,382.

    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 203,208 shares
    Change vs previous 13F -262,709 shares

    0.68% of the 13F portfolio, value $1,938,605.

    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 465,917 shares
    Change vs previous 13F -8,447 shares

    1.28% of the 13F portfolio, value $4,044,160.

    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 474,364 shares
    Change vs previous 13F +14,663 shares

    1.35% of the 13F portfolio, value $3,941,965.

    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 459,701 shares
    Change vs previous 13F +142,553 shares

    1.25% of the 13F portfolio, value $3,438,564.

    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 317,148 shares
    Change vs previous 13F -58,062 shares

    0.91% of the 13F portfolio, value $2,350,067.

    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 375,210 shares
    Change vs previous 13F -599,393 shares

    1.05% of the 13F portfolio, value $2,744,662.

    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 974,603 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $7,504,444.

    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).