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Disclosery

Shaker Financial Services, LLC: PSF position timeline

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

Shaker Financial Services, LLC held 98,818 PSF 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 98,818 shares
    Change vs previous 13F +21,024 shares

    0.62% of the 13F portfolio, value $1,989,207.

    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 77,794 shares
    Change vs previous 13F +5,607 shares

    0.53% of the 13F portfolio, value $1,508,426.

    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 72,187 shares
    Change vs previous 13F +1,174 shares

    0.46% of the 13F portfolio, value $1,463,953.

    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 71,013 shares
    Change vs previous 13F -16,556 shares

    0.51% of the 13F portfolio, value $1,475,651.

    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 87,569 shares
    Change vs previous 13F +20,026 shares

    0.64% of the 13F portfolio, value $1,763,640.

    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 67,543 shares
    Change vs previous 13F -125 shares

    0.53% of the 13F portfolio, value $1,350,185.

    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 67,668 shares
    Change vs previous 13F -14,085 shares

    0.51% of the 13F portfolio, value $1,337,797.

    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 81,753 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,752,785.

    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).