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Disclosery

Shaker Financial Services, LLC: SWZ position timeline

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

Shaker Financial Services, LLC held 393,170 SWZ 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 393,170 shares
    Change vs previous 13F +70,775 shares

    0.73% of the 13F portfolio, value $2,335,430.

    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 322,395 shares
    Change vs previous 13F +186,197 shares

    0.67% of the 13F portfolio, value $1,911,803.

    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 136,198 shares
    Change vs previous 13F -162,664 shares

    0.27% of the 13F portfolio, value $847,152.

    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 298,862 shares
    Change vs previous 13F +158,502 shares

    0.62% of the 13F portfolio, value $1,817,082.

    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 140,360 shares
    Change vs previous 13F +54,272 shares

    0.32% of the 13F portfolio, value $889,884.

    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 86,088 shares
    Change vs previous 13F -166,473 shares

    0.31% of the 13F portfolio, value $793,733.

    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 252,561 shares
    Change vs previous 13F -75,248 shares

    0.72% of the 13F portfolio, value $1,891,683.

    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 327,809 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,933,892.

    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).