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Disclosery

Shaker Financial Services, LLC: RA position timeline

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

Shaker Financial Services, LLC held 36,660 RA 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 36,660 shares
    Change vs previous 13F +3,763 shares

    0.15% of the 13F portfolio, value $472,181.

    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 32,897 shares
    Change vs previous 13F -120,108 shares

    0.15% of the 13F portfolio, value $423,056.

    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 153,005 shares
    Change vs previous 13F +110,570 shares

    0.63% of the 13F portfolio, value $1,982,945.

    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 42,435 shares
    Change vs previous 13F +3,692 shares

    0.19% of the 13F portfolio, value $566,932.

    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 38,743 shares
    Change vs previous 13F -25,726 shares

    0.19% of the 13F portfolio, value $517,994.

    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 64,469 shares
    Change vs previous 13F +37,206 shares

    0.33% of the 13F portfolio, value $848,413.

    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 27,263 shares
    Change vs previous 13F -35,927 shares

    0.14% of the 13F portfolio, value $363,144.

    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 63,190 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $865,703.

    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).