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Disclosery

Shaker Financial Services, LLC: STK position timeline

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

Shaker Financial Services, LLC held 15,785 STK 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 15,785 shares
    Change vs previous 13F -85,123 shares

    0.27% of the 13F portfolio, value $850,338.

    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 100,908 shares
    Change vs previous 13F +20,041 shares

    1.33% of the 13F portfolio, value $3,827,441.

    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 80,867 shares
    Change vs previous 13F +245 shares

    0.94% of the 13F portfolio, value $2,975,097.

    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 80,622 shares
    Change vs previous 13F +67,633 shares

    0.98% of the 13F portfolio, value $2,847,570.

    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 12,989 shares
    Change vs previous 13F -15,004 shares

    0.14% of the 13F portfolio, value $394,996.

    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 27,993 shares
    Change vs previous 13F -39,672 shares

    0.3% of the 13F portfolio, value $783,245.

    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 67,665 shares
    Change vs previous 13F +433 shares

    0.83% of the 13F portfolio, value $2,161,897.

    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 67,232 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,251,600.

    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).