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Disclosery

Shaker Financial Services, LLC: JFR position timeline

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

Shaker Financial Services, LLC held 21,631 JFR 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 21,631 shares
    Change vs previous 13F -24,369 shares

    0.05% of the 13F portfolio, value $167,598.

    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 46,000 shares
    Change vs previous 13F -67,966 shares

    0.12% of the 13F portfolio, value $356,025.

    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 113,966 shares
    Change vs previous 13F +27,285 shares

    0.28% of the 13F portfolio, value $892,354.

    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 86,681 shares
    Change vs previous 13F -176 shares

    0.25% of the 13F portfolio, value $716,419.

    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 86,857 shares
    Change vs previous 13F -17,300 shares

    0.27% of the 13F portfolio, value $743,062.

    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 104,157 shares
    Change vs previous 13F -11,135 shares

    0.35% of the 13F portfolio, value $891,064.

    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 115,292 shares
    Change vs previous 13F -61,762 shares

    0.39% of the 13F portfolio, value $1,028,405.

    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 177,054 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,562,228.

    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).