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Disclosery

Shaker Financial Services, LLC: HIX position timeline

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

Shaker Financial Services, LLC held 392,761 HIX 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 392,761 shares
    Change vs previous 13F +92,366 shares

    0.49% of the 13F portfolio, value $1,555,334.

    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 300,395 shares
    Change vs previous 13F -103,258 shares

    0.42% of the 13F portfolio, value $1,195,573.

    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 403,653 shares
    Change vs previous 13F -147,306 shares

    0.53% of the 13F portfolio, value $1,679,197.

    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 550,959 shares
    Change vs previous 13F +96,521 shares

    0.83% of the 13F portfolio, value $2,423,669.

    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 454,438 shares
    Change vs previous 13F -155,516 shares

    0.72% of the 13F portfolio, value $1,971,807.

    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 609,954 shares
    Change vs previous 13F +341,690 shares

    1% of the 13F portfolio, value $2,572,430.

    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 268,264 shares
    Change vs previous 13F +6,105 shares

    0.43% of the 13F portfolio, value $1,129,392.

    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 262,159 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,195,183.

    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).