Skip to content
Disclosery

Shaker Financial Services, LLC: XETYX position timeline

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

Shaker Financial Services, LLC held 383,715 XETYX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 383,715 shares
    Change vs previous 13F +225,013 shares

    1.78% of the 13F portfolio, value $5,391,196.

    13F-HR 0001172661-26-004522 filed by Shaker Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,702 shares
    Change vs previous 13F -209,837 shares

    0.72% of the 13F portfolio, value $2,307,528.

    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).

  3. period ended2026-03-31
    13F 368,539 shares
    Change vs previous 13F +159,359 shares

    1.77% of the 13F portfolio, value $5,082,153.

    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).

  4. period ended2025-12-31
    13F 209,180 shares
    Change vs previous 13F +209,180 shares

    1.02% of the 13F portfolio, value $3,208,822.

    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).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -100,633 shares

    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).

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

  6. period ended2024-12-31
    13F 100,633 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,504,464.

    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).