Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $672,053 | 30,899 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $304,460 | 12,670 | Shares | Sole | 2025-10-22 |
| 2025-03-31 | $336,289 | 16,301 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $226,699 | 9,193 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $797,445 | 36,297 | Shares | Sole | 2024-10-31 |
| 2023-12-31 | $1,412,949 | 81,204 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $610,770 | 36,994 | Shares | Sole | 2023-11-02 |
| 2022-12-31 | $431,722 | 26,666 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $227,062 | 14,574 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $523,179 | 32,315 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $565,561 | 25,872 | Shares | Sole | 2022-05-06 |
| 2021-09-30 | $2,397,838 | 89,874 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $4,032,622 | 145,477 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,252,728 | 47,166 | Shares | Sole | 2021-05-14 |