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Disclosery

Shaker Financial Services, LLC: KIO position timeline

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

Shaker Financial Services, LLC held 175,575 KIO 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 175,575 shares
    Change vs previous 13F -140,063 shares

    0.62% of the 13F portfolio, value $1,976,975.

    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 315,638 shares
    Change vs previous 13F +7,509 shares

    1.21% of the 13F portfolio, value $3,472,018.

    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 308,129 shares
    Change vs previous 13F +249,785 shares

    1.13% of the 13F portfolio, value $3,571,216.

    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 58,344 shares
    Change vs previous 13F +10,285 shares

    0.25% of the 13F portfolio, value $735,135.

    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 48,059 shares
    Change vs previous 13F +9,717 shares

    0.22% of the 13F portfolio, value $603,622.

    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 38,342 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $471,224.

    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).