Shaker Financial Services, LLC: KF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shaker Financial Services, LLC on KF, newest first. How the timeline and the estimate are built.
Shaker Financial Services, LLC held 17,500 KF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 17,500 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $1,316,175.
13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,500 sharesChange vs previous 13F +10,000 shares
0.27% of the 13F portfolio, value $785,750.
13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,500 sharesChange vs previous 13F -400 shares
0.09% of the 13F portfolio, value $282,763.
13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,900 sharesChange vs previous 13F +7,900 shares
0.08% of the 13F portfolio, value $241,624.
13F-HR 0001172661-25-004387 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -10,672 shares
13F-HR 0001172661-25-000750 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 10,672 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $242,788.
13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).