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Disclosery

Shaker Financial Services, LLC: JHI position timeline

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

Shaker Financial Services, LLC held 148,070 JHI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 148,070 shares
    Change vs previous 13F +16,798 shares

    0.6% of the 13F portfolio, value $1,828,665.

    13F-HR 0001172661-26-004522 filed by Shaker Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 131,272 shares
    Change vs previous 13F +9,694 shares

    0.55% of the 13F portfolio, value $1,748,544.

    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).

  3. period ended2026-03-31
    13F 121,578 shares
    Change vs previous 13F -15,546 shares

    0.55% of the 13F portfolio, value $1,569,572.

    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).

  4. period ended2025-12-31
    13F 137,124 shares
    Change vs previous 13F -37,637 shares

    0.59% of the 13F portfolio, value $1,874,486.

    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).

  5. period ended2025-09-30
    13F 174,761 shares
    Change vs previous 13F -8,462 shares

    0.84% of the 13F portfolio, value $2,445,012.

    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).

  6. period ended2025-06-30
    13F 183,223 shares
    Change vs previous 13F +36,824 shares

    0.92% of the 13F portfolio, value $2,536,723.

    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).

  7. period ended2025-03-31
    13F 146,399 shares
    Change vs previous 13F +41,285 shares

    0.77% of the 13F portfolio, value $1,986,635.

    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).

  8. period ended2024-12-31
    13F 105,114 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,437,950.

    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).