Skip to content
Disclosery

Shaker Financial Services, LLC: XSORX position timeline

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

Shaker Financial Services, LLC held 153,966 XSORX 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 153,966 shares
    Change vs previous 13F +123,761 shares

    2.22% of the 13F portfolio, value $7,077,818.

    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 30,205 shares
    Change vs previous 13F +10,881 shares

    0.49% of the 13F portfolio, value $1,399,096.

    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 19,324 shares
    Change vs previous 13F +10,073 shares

    0.28% of the 13F portfolio, value $884,267.

    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 9,251 shares
    Change vs previous 13F -51,622 shares

    0.14% of the 13F portfolio, value $416,481.

    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 60,873 shares
    Change vs previous 13F +34,282 shares

    0.96% of the 13F portfolio, value $2,639,636.

    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 26,591 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,103,756.

    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).