Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in BWG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,580,404 | 308,292 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $3,037,774 | 349,974 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,178,309 | 382,468 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $2,077,981 | 248,860 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,803,096 | 225,387 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,300,884 | 260,281 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $2,012,259 | 243,615 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,886,291 | 222,440 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,262,853 | 151,059 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $647,669 | 86,241 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $715,527 | 88,996 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $502,809 | 63,167 | Shares | Sole | 2023-05-08 |