Shaker Financial Services, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,833,551 | 164,389 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $5,285,813 | 237,032 | Shares | Sole | 2025-10-22 |
| 2025-03-31 | $3,939,399 | 207,446 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,986,852 | 147,864 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $4,445,715 | 206,202 | Shares | Sole | 2024-10-31 |
| 2024-03-31 | $2,675,059 | 137,042 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $368,456 | 20,805 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $470,013 | 28,246 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $2,772,103 | 164,908 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $4,056,046 | 260,839 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $5,935,431 | 408,214 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $6,719,348 | 461,177 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $6,607,827 | 430,758 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $5,172,401 | 280,499 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $3,945,004 | 203,246 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $5,469,611 | 276,243 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $6,916,534 | 349,850 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $2,924,211 | 160,143 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,262,567 | 73,023 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $761,756 | 46,993 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $639,713 | 42,905 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $785,439 | 62,386 | Shares | Sole | 2020-05-01 |