Skip to content
Disclosery

Shaker Financial Services, LLC: PGZ position timeline

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

Shaker Financial Services, LLC held 90,664 PGZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 90,664 shares
    Change vs previous 13F +79,518 shares

    0.27% of the 13F portfolio, value $808,723.

    13F-HR 0001172661-26-004522 filed by Shaker Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,146 shares
    Change vs previous 13F -31,480 shares

    0.04% of the 13F portfolio, value $114,693.

    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).

  3. period ended2026-03-31
    13F 42,626 shares
    Change vs previous 13F -8,200 shares

    0.14% of the 13F portfolio, value $409,636.

    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).

  4. period ended2025-12-31
    13F 50,826 shares
    Change vs previous 13F +37,197 shares

    0.16% of the 13F portfolio, value $508,769.

    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).

  5. period ended2025-09-30
    13F 13,629 shares
    Change vs previous 13F +13,629 shares

    0.05% of the 13F portfolio, value $142,560.

    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).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -52,041 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 52,041 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $514,166.

    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).