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Disclosery

Shaker Financial Services, LLC: HEQ position timeline

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

Shaker Financial Services, LLC held 25,429 HEQ 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 25,429 shares
    Change vs previous 13F -2,552 shares

    0.09% of the 13F portfolio, value $291,925.

    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 27,981 shares
    Change vs previous 13F -105,091 shares

    0.11% of the 13F portfolio, value $303,874.

    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 133,072 shares
    Change vs previous 13F -114,103 shares

    0.45% of the 13F portfolio, value $1,430,524.

    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 247,175 shares
    Change vs previous 13F +22,211 shares

    0.9% of the 13F portfolio, value $2,632,414.

    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 224,964 shares
    Change vs previous 13F -19,893 shares

    0.86% of the 13F portfolio, value $2,380,120.

    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 244,857 shares
    Change vs previous 13F -4,749 shares

    0.99% of the 13F portfolio, value $2,546,513.

    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 249,606 shares
    Change vs previous 13F +70,999 shares

    0.98% of the 13F portfolio, value $2,548,478.

    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 178,607 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,959,319.

    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).