Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in FINS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,390,207 | 105,239 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,900,635 | 144,976 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,125,215 | 163,730 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,798,016 | 133,384 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,964,283 | 154,668 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,306,175 | 98,803 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,039,958 | 84,071 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $395,959 | 33,246 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $120,652 | 10,021 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $818,456 | 69,302 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $615,390 | 49,910 | Shares | Sole | 2023-05-08 |
| 2022-09-30 | $625,163 | 46,654 | Shares | Sole | 2022-11-09 |
| 2021-12-31 | $3,240,990 | 189,976 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $3,008,421 | 176,758 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $1,767,685 | 98,314 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,009,287 | 172,749 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $3,057,318 | 181,551 | Shares | Sole | 2021-02-03 |
| 2020-06-30 | $444,317 | 26,291 | Shares | Sole | 2020-08-06 |