Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in AEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $660,317 | 94,331 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $611,264 | 94,331 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $478,181 | 80,502 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $339,769 | 68,502 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $362,153 | 69,779 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $393,553 | 69,779 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $368,433 | 69,779 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $352,383 | 69,779 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $369,723 | 72,353 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $351,539 | 73,698 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $382,492 | 73,698 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $233,653 | 43,592 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $111,693 | 21,688 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $99,331 | 21,688 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $119,717 | 21,688 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $146,827 | 21,688 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $171,768 | 21,688 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $239,690 | 28,809 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $260,721 | 28,809 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $249,197 | 28,809 | Shares | Sole | 2021-05-14 |