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Disclosery

Shaker Financial Services, LLC: TDF position timeline

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

Shaker Financial Services, LLC held 181,701 TDF 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 181,701 shares
    Change vs previous 13F +3,651 shares

    0.62% of the 13F portfolio, value $1,978,724.

    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 178,050 shares
    Change vs previous 13F +73,728 shares

    0.66% of the 13F portfolio, value $1,889,111.

    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 104,322 shares
    Change vs previous 13F -53,267 shares

    0.37% of the 13F portfolio, value $1,174,666.

    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 157,589 shares
    Change vs previous 13F +60,241 shares

    0.63% of the 13F portfolio, value $1,835,912.

    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 97,348 shares
    Change vs previous 13F +15,683 shares

    0.35% of the 13F portfolio, value $972,506.

    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 81,665 shares
    Change vs previous 13F -25,182 shares

    0.31% of the 13F portfolio, value $792,150.

    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 106,847 shares
    Change vs previous 13F +12,352 shares

    0.35% of the 13F portfolio, value $907,131.

    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 94,495 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $865,574.

    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).