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Disclosery

Shaker Financial Services, LLC: HYI position timeline

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

Shaker Financial Services, LLC held 329,087 HYI 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 329,087 shares
    Change vs previous 13F +55,528 shares

    1.1% of the 13F portfolio, value $3,498,195.

    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 273,559 shares
    Change vs previous 13F +42,365 shares

    1.02% of the 13F portfolio, value $2,921,611.

    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 231,194 shares
    Change vs previous 13F +189,369 shares

    0.82% of the 13F portfolio, value $2,580,126.

    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 41,825 shares
    Change vs previous 13F +2,624 shares

    0.17% of the 13F portfolio, value $493,460.

    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 39,201 shares
    Change vs previous 13F -115,619 shares

    0.17% of the 13F portfolio, value $473,353.

    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 154,820 shares
    Change vs previous 13F -6,701 shares

    0.72% of the 13F portfolio, value $1,847,781.

    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 161,521 shares
    Change vs previous 13F +16,943 shares

    0.73% of the 13F portfolio, value $1,909,179.

    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 144,578 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,805,573.

    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).