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
- period ended2026-06-3013F 69,997 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,513 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,513 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,982 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 75,982 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 75,982 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 82,712 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 77,758 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).