Shaker Financial Services, LLC
Holdings in ASG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,202,677 | 1,547,675 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $7,296,745 | 1,314,729 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $7,334,903 | 1,340,933 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $7,267,341 | 1,486,164 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $7,004,208 | 1,239,683 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $7,045,829 | 1,255,941 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $7,013,123 | 1,313,319 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $7,148,946 | 1,302,176 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $5,338,354 | 1,011,052 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $3,958,807 | 801,378 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $3,044,309 | 562,719 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $3,374,902 | 639,186 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,613,225 | 530,066 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $192,886 | 38,967 | Shares | Sole | 2022-11-09 |
| 2022-03-31 | $298,757 | 39,623 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $1,495,170 | 166,130 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $4,321,498 | 500,753 | Shares | Sole | 2021-11-02 |
| 2020-09-30 | $380,321 | 53,491 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $904,753 | 143,840 | Shares | Sole | 2020-08-06 |