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Shaker Financial Services, LLC: MXE position timeline

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

Shaker Financial Services, LLC held 69,997 MXE 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 69,997 shares
    Change vs previous 13F -5,516 shares

    0.29% of the 13F portfolio, value $910,409.

    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 75,513 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $974,118.

    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 75,513 shares
    Change vs previous 13F -469 shares

    0.3% of the 13F portfolio, value $934,851.

    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 75,982 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $901,907.

    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 75,982 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $795,532.

    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 75,982 shares
    Change vs previous 13F -6,730 shares

    0.26% of the 13F portfolio, value $662,564.

    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 82,712 shares
    Change vs previous 13F +4,954 shares

    0.25% of the 13F portfolio, value $664,178.

    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 77,758 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $713,041.

    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).