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Disclosery

Shaker Financial Services, LLC: PTA position timeline

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

Shaker Financial Services, LLC held 97,919 PTA 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 97,919 shares
    Change vs previous 13F -48,270 shares

    0.59% of the 13F portfolio, value $1,878,087.

    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 146,189 shares
    Change vs previous 13F -1,295 shares

    0.95% of the 13F portfolio, value $2,739,582.

    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 147,484 shares
    Change vs previous 13F +93,478 shares

    0.9% of the 13F portfolio, value $2,847,917.

    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 54,006 shares
    Change vs previous 13F -7,275 shares

    0.38% of the 13F portfolio, value $1,102,263.

    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 61,281 shares
    Change vs previous 13F -4,541 shares

    0.44% of the 13F portfolio, value $1,213,364.

    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 65,822 shares
    Change vs previous 13F +14,102 shares

    0.5% of the 13F portfolio, value $1,279,580.

    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 51,720 shares
    Change vs previous 13F +32,388 shares

    0.38% of the 13F portfolio, value $994,059.

    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 19,332 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $406,746.

    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).