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Disclosery

Shaker Financial Services, LLC: XIAEX position timeline

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

Shaker Financial Services, LLC held 308,151 XIAEX 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 308,151 shares
    Change vs previous 13F +58,198 shares

    0.89% of the 13F portfolio, value $2,856,557.

    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 249,953 shares
    Change vs previous 13F +51,004 shares

    0.64% of the 13F portfolio, value $1,842,151.

    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 198,949 shares
    Change vs previous 13F +17,016 shares

    0.46% of the 13F portfolio, value $1,461,083.

    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 181,933 shares
    Change vs previous 13F +8,050 shares

    0.47% of the 13F portfolio, value $1,364,495.

    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 173,883 shares
    Change vs previous 13F -999 shares

    0.44% of the 13F portfolio, value $1,224,343.

    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 174,882 shares
    Change vs previous 13F +12,262 shares

    0.42% of the 13F portfolio, value $1,079,020.

    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 162,620 shares
    Change vs previous 13F -7,854 shares

    0.38% of the 13F portfolio, value $996,183.

    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 170,474 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,167,745.

    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).