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Shaker Financial Services, LLC: XGLQX position timeline

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

Shaker Financial Services, LLC held 12,070 XGLQX 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 12,070 shares
    Change vs previous 13F -35,909 shares

    0.03% of the 13F portfolio, value $104,044.

    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 47,979 shares
    Change vs previous 13F -36,162 shares

    0.13% of the 13F portfolio, value $361,282.

    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 84,141 shares
    Change vs previous 13F +6,934 shares

    0.2% of the 13F portfolio, value $644,521.

    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 77,207 shares
    Change vs previous 13F +14,207 shares

    0.2% of the 13F portfolio, value $587,546.

    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 63,000 shares
    Change vs previous 13F +10,420 shares

    0.16% of the 13F portfolio, value $448,812.

    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 52,580 shares
    Change vs previous 13F -87,473 shares

    0.13% of the 13F portfolio, value $330,729.

    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 140,053 shares
    Change vs previous 13F +93,063 shares

    0.36% of the 13F portfolio, value $932,753.

    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 46,990 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $326,073.

    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).