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Disclosery

Shaker Financial Services, LLC: JCE position timeline

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

Shaker Financial Services, LLC held 519,128 JCE 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 519,128 shares
    Change vs previous 13F -96,536 shares

    2.73% of the 13F portfolio, value $8,709,218.

    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 615,664 shares
    Change vs previous 13F +54,947 shares

    3.25% of the 13F portfolio, value $9,312,693.

    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 560,717 shares
    Change vs previous 13F +20,479 shares

    2.83% of the 13F portfolio, value $8,937,829.

    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 540,238 shares
    Change vs previous 13F +12,247 shares

    2.97% of the 13F portfolio, value $8,668,734.

    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 527,991 shares
    Change vs previous 13F +180,815 shares

    3.03% of the 13F portfolio, value $8,352,066.

    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 347,176 shares
    Change vs previous 13F +149,730 shares

    2.01% of the 13F portfolio, value $5,160,702.

    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 197,446 shares
    Change vs previous 13F +175,053 shares

    1.2% of the 13F portfolio, value $3,139,392.

    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 22,393 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $344,181.

    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).