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Disclosery

Shaker Financial Services, LLC: SDHY position timeline

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

Shaker Financial Services, LLC held 54,881 SDHY 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 54,881 shares
    Change vs previous 13F +8,586 shares

    0.28% of the 13F portfolio, value $899,500.

    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 46,295 shares
    Change vs previous 13F -125,596 shares

    0.26% of the 13F portfolio, value $741,646.

    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 171,891 shares
    Change vs previous 13F -17,576 shares

    0.9% of the 13F portfolio, value $2,846,410.

    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 189,467 shares
    Change vs previous 13F +31,102 shares

    1.09% of the 13F portfolio, value $3,167,889.

    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 158,365 shares
    Change vs previous 13F +40,668 shares

    0.97% of the 13F portfolio, value $2,666,867.

    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 117,697 shares
    Change vs previous 13F -127,038 shares

    0.75% of the 13F portfolio, value $1,939,647.

    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 244,735 shares
    Change vs previous 13F +8,140 shares

    1.52% of the 13F portfolio, value $3,971,181.

    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 236,595 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $3,955,869.

    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).