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Disclosery

Shaker Financial Services, LLC: MSD position timeline

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

Shaker Financial Services, LLC held 428,074 MSD 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 428,074 shares
    Change vs previous 13F +124,460 shares

    1% of the 13F portfolio, value $3,189,152.

    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 303,614 shares
    Change vs previous 13F +123,230 shares

    0.76% of the 13F portfolio, value $2,173,877.

    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 180,384 shares
    Change vs previous 13F +89,172 shares

    0.43% of the 13F portfolio, value $1,355,182.

    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 91,212 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $687,739.

    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).