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Disclosery

Shaker Financial Services, LLC: XBOEX position timeline

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

Shaker Financial Services, LLC held 157,824 XBOEX 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 157,824 shares
    Change vs previous 13F -60,836 shares

    0.6% of the 13F portfolio, value $1,908,093.

    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 218,660 shares
    Change vs previous 13F +44,589 shares

    0.84% of the 13F portfolio, value $2,396,514.

    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 174,071 shares
    Change vs previous 13F -4,399 shares

    0.65% of the 13F portfolio, value $2,038,372.

    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 178,470 shares
    Change vs previous 13F +90,304 shares

    0.71% of the 13F portfolio, value $2,064,898.

    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 88,166 shares
    Change vs previous 13F +61,855 shares

    0.36% of the 13F portfolio, value $1,000,685.

    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 26,311 shares
    Change vs previous 13F -26,773 shares

    0.11% of the 13F portfolio, value $285,475.

    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 53,084 shares
    Change vs previous 13F +16,809 shares

    0.22% of the 13F portfolio, value $571,715.

    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 36,275 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $408,457.

    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).