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Disclosery

Shaker Financial Services, LLC: SPE position timeline

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

Shaker Financial Services, LLC held 664,992 SPE 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 664,992 shares
    Change vs previous 13F +292,949 shares

    2.81% of the 13F portfolio, value $8,957,443.

    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 372,043 shares
    Change vs previous 13F +121,464 shares

    1.78% of the 13F portfolio, value $5,119,312.

    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 250,579 shares
    Change vs previous 13F -104,099 shares

    1.25% of the 13F portfolio, value $3,951,634.

    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 354,678 shares
    Change vs previous 13F +87,950 shares

    1.89% of the 13F portfolio, value $5,497,509.

    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 266,728 shares
    Change vs previous 13F +189,630 shares

    1.5% of the 13F portfolio, value $4,131,617.

    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 77,098 shares
    Change vs previous 13F -80,714 shares

    0.45% of the 13F portfolio, value $1,158,128.

    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 157,812 shares
    Change vs previous 13F +94,176 shares

    0.88% of the 13F portfolio, value $2,308,790.

    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 63,636 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $885,177.

    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).