Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in BGY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $406,543 | 69,140 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $698,855 | 121,540 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,252,234 | 388,987 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,184,501 | 211,141 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,089,304 | 205,142 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $905,281 | 156,083 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $914,216 | 163,838 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $649,625 | 117,473 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,040,139 | 197,370 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $579,114 | 116,055 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $310,624 | 57,100 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,196,105 | 221,501 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $986,003 | 196,415 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,398,211 | 312,799 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,505,734 | 297,576 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,165,933 | 376,684 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,553,366 | 406,587 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $3,187,212 | 518,246 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $1,097,911 | 167,620 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $402,125 | 66,248 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $170,494 | 29,045 | Shares | Sole | 2021-02-03 |