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SHAKER INVESTMENTS LLC/OH: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHAKER INVESTMENTS LLC/OH on SPY, newest first. How the timeline and the estimate are built.

SHAKER INVESTMENTS LLC/OH held 2,964 SPY 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 2,964 shares
    Change vs previous 13F -1 shares

    0.8% of the 13F portfolio, value $2,213,496.

    13F-HR 0001009005-26-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 2,965 shares
    Change vs previous 13F -18 shares

    0.88% of the 13F portfolio, value $1,928,066.

    13F-HR 0001009005-26-000002 filed by SHAKER INVESTMENTS LLC/OH
    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 2,983 shares
    Change vs previous 13F -186 shares

    0.85% of the 13F portfolio, value $2,034,020.

    13F-HR 0001009005-26-000001 filed by SHAKER INVESTMENTS LLC/OH
    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 3,169 shares
    Change vs previous 13F +22 shares

    0.84% of the 13F portfolio, value $2,111,146.

    13F-HR 0001009005-25-000013 filed by SHAKER INVESTMENTS LLC/OH
    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 3,147 shares
    Change vs previous 13F -21 shares

    0.8% of the 13F portfolio, value $1,944,097.

    13F-HR 0001009005-25-000004 filed by SHAKER INVESTMENTS LLC/OH
    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 3,168 shares
    Change vs previous 13F -1 shares

    0.85% of the 13F portfolio, value $1,771,973.

    13F-HR 0001009005-25-000003 filed by SHAKER INVESTMENTS LLC/OH
    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 3,169 shares
    Change vs previous 13F -22 shares

    0.78% of the 13F portfolio, value $1,857,083.

    13F-HR 0001009005-25-000001 filed by SHAKER INVESTMENTS LLC/OH
    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 3,191 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,830,739.

    13F-HR 0001009005-24-000017 filed by SHAKER INVESTMENTS LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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