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Disclosery

Shaker Financial Services, LLC: RVT position timeline

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

Shaker Financial Services, LLC held 605,745 RVT 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 605,745 shares
    Change vs previous 13F +467,234 shares

    3.5% of the 13F portfolio, value $11,188,111.

    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 138,511 shares
    Change vs previous 13F -42,838 shares

    0.8% of the 13F portfolio, value $2,299,283.

    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 181,349 shares
    Change vs previous 13F -108,347 shares

    0.93% of the 13F portfolio, value $2,919,719.

    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 289,696 shares
    Change vs previous 13F -295,378 shares

    1.6% of the 13F portfolio, value $4,672,797.

    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 585,074 shares
    Change vs previous 13F +300,677 shares

    3.19% of the 13F portfolio, value $8,805,364.

    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 284,397 shares
    Change vs previous 13F +209,897 shares

    1.58% of the 13F portfolio, value $4,049,814.

    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 74,500 shares
    Change vs previous 13F -46,071 shares

    0.45% of the 13F portfolio, value $1,177,100.

    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 120,571 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,892,965.

    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).