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Shaker Financial Services, LLC: XPGPX position timeline

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

Shaker Financial Services, LLC held 388,461 XPGPX 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 388,461 shares
    Change vs previous 13F +159,613 shares

    1.06% of the 13F portfolio, value $3,374,467.

    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 228,848 shares
    Change vs previous 13F +115,037 shares

    0.67% of the 13F portfolio, value $1,917,128.

    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 113,811 shares
    Change vs previous 13F +51,186 shares

    0.33% of the 13F portfolio, value $1,044,139.

    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 62,625 shares
    Change vs previous 13F +28,873 shares

    0.19% of the 13F portfolio, value $539,765.

    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 33,752 shares
    Change vs previous 13F -154,195 shares

    0.1% of the 13F portfolio, value $284,162.

    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 187,947 shares
    Change vs previous 13F +93,574 shares

    0.6% of the 13F portfolio, value $1,536,766.

    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 94,373 shares
    Change vs previous 13F -70,020 shares

    0.28% of the 13F portfolio, value $739,195.

    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 164,393 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,390,711.

    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).