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Shaker Financial Services, LLC: XEADX position timeline

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

Shaker Financial Services, LLC held 595,858 XEADX 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 595,858 shares
    Change vs previous 13F +28,263 shares

    1.22% of the 13F portfolio, value $3,902,307.

    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 567,595 shares
    Change vs previous 13F -19,234 shares

    1.29% of the 13F portfolio, value $3,708,289.

    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 586,829 shares
    Change vs previous 13F +82,826 shares

    1.27% of the 13F portfolio, value $4,004,735.

    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 504,003 shares
    Change vs previous 13F -83,139 shares

    1.22% of the 13F portfolio, value $3,560,054.

    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 587,142 shares
    Change vs previous 13F +24,002 shares

    1.51% of the 13F portfolio, value $4,176,628.

    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 563,140 shares
    Change vs previous 13F -72,854 shares

    1.51% of the 13F portfolio, value $3,885,441.

    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 635,994 shares
    Change vs previous 13F +13,753 shares

    1.69% of the 13F portfolio, value $4,415,769.

    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 622,241 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,468,908.

    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).