Shaker Financial Services, LLC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $891,244 | 80,004 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $737,456 | 64,463 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $445,603 | 36,766 | Shares | Sole | 2025-08-05 |
| 2023-09-30 | $1,171,715 | 96,756 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $2,599,335 | 221,220 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $3,024,237 | 266,923 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,885,720 | 263,777 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,328,978 | 209,629 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,677,100 | 136,683 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $787,703 | 58,740 | Shares | Sole | 2022-05-06 |
| 2021-06-30 | $1,299,465 | 91,835 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,076,516 | 78,065 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,233,575 | 96,903 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $263,012 | 22,615 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $170,184 | 15,034 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $116,198 | 11,761 | Shares | Sole | 2020-05-01 |