Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in BRW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,273,008 | 181,599 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $470,574 | 60,563 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $662,693 | 82,220 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,500,062 | 193,307 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,640,814 | 215,330 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $710,856 | 93,657 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $946,957 | 134,511 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,214,025 | 166,533 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $294,545 | 38,203 | Shares | Sole | 2024-02-07 |