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Disclosery

Shaker Financial Services, LLC: USA position timeline

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

Shaker Financial Services, LLC held 1,646,776 USA 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 1,646,776 shares
    Change vs previous 13F +698,253 shares

    3% of the 13F portfolio, value $9,567,769.

    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 948,523 shares
    Change vs previous 13F -137,557 shares

    1.83% of the 13F portfolio, value $5,264,303.

    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 1,086,080 shares
    Change vs previous 13F -221,543 shares

    2.2% of the 13F portfolio, value $6,926,563.

    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 1,307,623 shares
    Change vs previous 13F +503,698 shares

    2.84% of the 13F portfolio, value $8,290,330.

    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 803,925 shares
    Change vs previous 13F +483,702 shares

    1.99% of the 13F portfolio, value $5,474,730.

    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 320,223 shares
    Change vs previous 13F -88,871 shares

    0.82% of the 13F portfolio, value $2,097,461.

    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 409,094 shares
    Change vs previous 13F -101,000 shares

    1.1% of the 13F portfolio, value $2,874,657.

    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 510,094 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,621,668.

    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).