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Disclosery

Shaker Financial Services, LLC: XEMDX position timeline

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

Shaker Financial Services, LLC held 0 XEMDX shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -167,347 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 167,347 shares
    Change vs previous 13F +7,170 shares

    0.56% of the 13F portfolio, value $1,778,899.

    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).

  3. period ended2025-09-30
    13F 160,177 shares
    Change vs previous 13F -2,744 shares

    0.57% of the 13F portfolio, value $1,668,790.

    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).

  4. period ended2025-06-30
    13F 162,921 shares
    Change vs previous 13F -32,842 shares

    0.6% of the 13F portfolio, value $1,658,197.

    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).

  5. period ended2025-03-31
    13F 195,763 shares
    Change vs previous 13F +27,878 shares

    0.76% of the 13F portfolio, value $1,953,715.

    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).

  6. period ended2024-12-31
    13F 167,885 shares
    Change vs previous 13F +46,354 shares

    0.62% of the 13F portfolio, value $1,615,054.

    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).

  7. period ended2024-09-30
    13F 121,531 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,247,455.

    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).