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Disclosery

SHAKER INVESTMENTS LLC/OH: WSO position timeline

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

SHAKER INVESTMENTS LLC/OH held 0 WSO shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,990 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 2,990 shares
    Change vs previous 13F -69 shares

    0.73% of the 13F portfolio, value $1,519,817.

    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).

  3. period ended2024-12-31
    13F 3,059 shares
    Change vs previous 13F -4,512 shares

    0.61% of the 13F portfolio, value $1,449,630.

    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).

  4. period ended2024-09-30
    13F 7,571 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,724,023.

    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).