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Shaker Financial Services, LLC: XBGYX position timeline

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

Shaker Financial Services, LLC held 144,643 XBGYX 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 144,643 shares
    Change vs previous 13F +27,317 shares

    0.26% of the 13F portfolio, value $830,251.

    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 117,326 shares
    Change vs previous 13F +48,186 shares

    0.22% of the 13F portfolio, value $634,734.

    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 69,140 shares
    Change vs previous 13F -52,400 shares

    0.13% of the 13F portfolio, value $406,544.

    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 121,540 shares
    Change vs previous 13F -267,447 shares

    0.24% of the 13F portfolio, value $698,855.

    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 388,987 shares
    Change vs previous 13F +177,846 shares

    0.82% of the 13F portfolio, value $2,252,235.

    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 211,141 shares
    Change vs previous 13F +5,999 shares

    0.46% of the 13F portfolio, value $1,184,502.

    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 205,142 shares
    Change vs previous 13F +49,059 shares

    0.42% of the 13F portfolio, value $1,089,305.

    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 156,083 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $905,282.

    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).