Shaker Financial Services, LLC: HGLB position timeline

Shaker Financial Services, LLC held 520,207 HGLB 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 520,207 shares

   Change vs previous 13F +329,650 shares

   1.23% of the 13F portfolio, value $3,911,957.

   13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 190,557 shares

   Change vs previous 13F +153,252 shares

   0.53% of the 13F portfolio, value $1,530,173.

   13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 37,305 shares

   Change vs previous 13F +37,305 shares

   0.11% of the 13F portfolio, value $340,595.

   13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -72,983 shares

   13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 72,983 shares

   Change vs previous 13F -594,044 shares

   0.24% of the 13F portfolio, value $607,948.

   13F-HR 0001172661-25-001629 filed by Shaker Financial Services, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 667,027 shares

   Change vs previous 13F +9,479 shares

   1.74% of the 13F portfolio, value $4,542,454.

   13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 657,548 shares

   Change vs previous 13F not available

   1.95% of the 13F portfolio, value $5,168,327.

   13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).