Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,185,279 | 57,012 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,502,681 | 69,440 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,686,555 | 130,860 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,495,169 | 73,872 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,500,285 | 75,240 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $952,772 | 44,315 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,516,953 | 79,008 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,502,525 | 78,379 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $859,668 | 48,432 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $307,511 | 18,337 | Shares | Sole | 2023-11-02 |
| 2022-12-31 | $294,289 | 15,729 | Shares | Sole | 2023-02-03 |