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Disclosery

Shaker Financial Services, LLC: HQL position timeline

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

Shaker Financial Services, LLC held 11,026 HQL 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 11,026 shares
    Change vs previous 13F -63,191 shares

    0.07% of the 13F portfolio, value $220,631.

    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 74,217 shares
    Change vs previous 13F -41,202 shares

    0.42% of the 13F portfolio, value $1,207,511.

    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 115,419 shares
    Change vs previous 13F -82,385 shares

    0.61% of the 13F portfolio, value $1,936,731.

    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 197,804 shares
    Change vs previous 13F +166,742 shares

    1.05% of the 13F portfolio, value $3,067,941.

    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 31,062 shares
    Change vs previous 13F +7,632 shares

    0.14% of the 13F portfolio, value $397,905.

    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 23,430 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $297,327.

    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).