Skip to content
Disclosery

Shaker Financial Services, LLC: RMT position timeline

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

Shaker Financial Services, LLC held 287,837 RMT 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 287,837 shares
    Change vs previous 13F -108,531 shares

    1.32% of the 13F portfolio, value $4,213,934.

    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 396,368 shares
    Change vs previous 13F -433,314 shares

    1.56% of the 13F portfolio, value $4,482,923.

    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 829,682 shares
    Change vs previous 13F -79,376 shares

    2.74% of the 13F portfolio, value $8,653,584.

    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 909,058 shares
    Change vs previous 13F -112,665 shares

    3.24% of the 13F portfolio, value $9,445,113.

    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 1,021,723 shares
    Change vs previous 13F +114,526 shares

    3.43% of the 13F portfolio, value $9,450,938.

    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 907,197 shares
    Change vs previous 13F +172,411 shares

    2.98% of the 13F portfolio, value $7,647,671.

    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 734,786 shares
    Change vs previous 13F +115,516 shares

    2.74% of the 13F portfolio, value $7,164,164.

    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 619,270 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $5,951,185.

    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).