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Disclosery

Shaker Financial Services, LLC: JOF position timeline

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

Shaker Financial Services, LLC held 93,079 JOF 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 93,079 shares
    Change vs previous 13F +3,000 shares

    0.34% of the 13F portfolio, value $1,096,471.

    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 90,079 shares
    Change vs previous 13F -3,602 shares

    0.34% of the 13F portfolio, value $981,862.

    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 93,681 shares
    Change vs previous 13F -3,894 shares

    0.33% of the 13F portfolio, value $1,037,986.

    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 97,575 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,028,441.

    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 97,575 shares
    Change vs previous 13F +30,699 shares

    0.34% of the 13F portfolio, value $940,623.

    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 66,876 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $561,090.

    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 66,876 shares
    Change vs previous 13F -8,757 shares

    0.2% of the 13F portfolio, value $512,939.

    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 75,633 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $625,485.

    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).