Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in BGB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,610,090 | 136,680 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,710,907 | 140,584 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,706,277 | 140,782 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,507,475 | 124,791 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,046,239 | 85,547 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,095,679 | 88,935 | Shares | Sole | 2024-10-31 |
| 2023-09-30 | $131,880 | 12,000 | Shares | Sole | 2023-11-02 |
| 2022-09-30 | $993,075 | 93,422 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $2,890,025 | 258,731 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $3,192,317 | 244,622 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $3,743,178 | 277,478 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $2,734,807 | 197,459 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $3,896,137 | 279,694 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,541,114 | 265,650 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $2,679,119 | 214,673 | Shares | Sole | 2021-02-03 |
| 2020-06-30 | $1,628,514 | 142,602 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,284,594 | 123,400 | Shares | Sole | 2020-05-01 |