Skip to content
Disclosery

Shaker Financial Services, LLC: LDP position timeline

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

Shaker Financial Services, LLC held 36,611 LDP 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 36,611 shares
    Change vs previous 13F -56,326 shares

    0.24% of the 13F portfolio, value $774,689.

    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 92,937 shares
    Change vs previous 13F -965 shares

    0.65% of the 13F portfolio, value $1,855,952.

    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 93,902 shares
    Change vs previous 13F +9,418 shares

    0.63% of the 13F portfolio, value $1,987,906.

    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 84,484 shares
    Change vs previous 13F -1,147 shares

    0.63% of the 13F portfolio, value $1,830,779.

    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 85,631 shares
    Change vs previous 13F -7,454 shares

    0.65% of the 13F portfolio, value $1,796,549.

    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 93,085 shares
    Change vs previous 13F +22,477 shares

    0.74% of the 13F portfolio, value $1,895,221.

    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 70,608 shares
    Change vs previous 13F +6,486 shares

    0.55% of the 13F portfolio, value $1,426,292.

    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 64,122 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,394,664.

    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).