Shaker Financial Services, LLC: XFOFX position timeline

Shaker Financial Services, LLC held 12,607 XFOFX 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 12,607 shares

   Change vs previous 13F -3,610 shares

   0.05% of the 13F portfolio, value $174,986.

   13F-HR 0001172661-26-002630 filed by Shaker Financial Services, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 16,217 shares

   Change vs previous 13F -79,110 shares

   0.07% of the 13F portfolio, value $208,065.

   13F-HR 0001172661-26-001718 filed by Shaker Financial Services, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 95,327 shares

   Change vs previous 13F -18,179 shares

   0.4% of the 13F portfolio, value $1,258,317.

   13F-HR 0001172661-26-000312 filed by Shaker Financial Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 113,506 shares

   Change vs previous 13F +99,354 shares

   0.51% of the 13F portfolio, value $1,480,119.

   13F-HR 0001172661-25-004387 filed by Shaker Financial Services, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 14,152 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $178,599.

   13F-HR 0001172661-25-002882 filed by Shaker Financial Services, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).