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Disclosery

Shaker Financial Services, LLC: XEVVX position timeline

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

Shaker Financial Services, LLC held 232,722 XEVVX 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 232,722 shares
    Change vs previous 13F -56,651 shares

    0.68% of the 13F portfolio, value $2,180,606.

    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 289,373 shares
    Change vs previous 13F +50,314 shares

    0.95% of the 13F portfolio, value $2,734,575.

    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 239,059 shares
    Change vs previous 13F -3,655 shares

    0.75% of the 13F portfolio, value $2,369,075.

    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 242,714 shares
    Change vs previous 13F +33,310 shares

    0.84% of the 13F portfolio, value $2,463,548.

    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 209,404 shares
    Change vs previous 13F +13,594 shares

    0.78% of the 13F portfolio, value $2,148,486.

    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 195,810 shares
    Change vs previous 13F +10,398 shares

    0.76% of the 13F portfolio, value $1,954,184.

    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 185,412 shares
    Change vs previous 13F +95,160 shares

    0.69% of the 13F portfolio, value $1,811,476.

    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 90,252 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $948,549.

    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).