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Disclosery

Shaker Financial Services, LLC: PDT position timeline

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

Shaker Financial Services, LLC held 39,317 PDT 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 39,317 shares
    Change vs previous 13F -84,034 shares

    0.16% of the 13F portfolio, value $509,156.

    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 123,351 shares
    Change vs previous 13F +9,086 shares

    0.56% of the 13F portfolio, value $1,615,899.

    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 114,265 shares
    Change vs previous 13F +15,812 shares

    0.46% of the 13F portfolio, value $1,451,166.

    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 98,453 shares
    Change vs previous 13F +77,357 shares

    0.45% of the 13F portfolio, value $1,313,364.

    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 21,096 shares
    Change vs previous 13F -99,320 shares

    0.1% of the 13F portfolio, value $277,835.

    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 120,416 shares
    Change vs previous 13F -14,723 shares

    0.61% of the 13F portfolio, value $1,575,042.

    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 135,139 shares
    Change vs previous 13F -31,345 shares

    0.66% of the 13F portfolio, value $1,721,671.

    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 166,484 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,200,919.

    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).