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Disclosery

Shaker Financial Services, LLC: STEW position timeline

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

Shaker Financial Services, LLC held 298,716 STEW 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 298,716 shares
    Change vs previous 13F +12,228 shares

    1.67% of the 13F portfolio, value $5,347,017.

    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 286,488 shares
    Change vs previous 13F +177,849 shares

    1.71% of the 13F portfolio, value $4,898,945.

    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 108,639 shares
    Change vs previous 13F -99,752 shares

    0.64% of the 13F portfolio, value $2,014,168.

    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 208,391 shares
    Change vs previous 13F +139,175 shares

    1.3% of the 13F portfolio, value $3,784,381.

    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 69,216 shares
    Change vs previous 13F -211,670 shares

    0.44% of the 13F portfolio, value $1,223,739.

    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 280,886 shares
    Change vs previous 13F -445,840 shares

    1.89% of the 13F portfolio, value $4,845,284.

    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 726,726 shares
    Change vs previous 13F +71,517 shares

    4.46% of the 13F portfolio, value $11,642,151.

    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 655,209 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $10,352,303.

    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).