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Disclosery

Shaker Financial Services, LLC: XEVGX position timeline

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

Shaker Financial Services, LLC held 63,944 XEVGX 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 63,944 shares
    Change vs previous 13F -60,369 shares

    0.22% of the 13F portfolio, value $689,317.

    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 124,313 shares
    Change vs previous 13F +5,580 shares

    0.46% of the 13F portfolio, value $1,328,906.

    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 118,733 shares
    Change vs previous 13F +91,046 shares

    0.41% of the 13F portfolio, value $1,296,565.

    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 27,687 shares
    Change vs previous 13F -64,029 shares

    0.11% of the 13F portfolio, value $313,417.

    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 91,716 shares
    Change vs previous 13F +55,795 shares

    0.37% of the 13F portfolio, value $1,011,628.

    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 35,921 shares
    Change vs previous 13F -1,370 shares

    0.15% of the 13F portfolio, value $394,413.

    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 37,291 shares
    Change vs previous 13F -2,182 shares

    0.16% of the 13F portfolio, value $407,218.

    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 39,473 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $441,309.

    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).