Shaker Financial Services, LLC
Holdings in HEQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,430,524 | 133,072 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $2,632,413 | 247,175 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,380,119 | 224,964 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $2,546,512 | 244,857 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,548,477 | 249,606 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,959,318 | 178,607 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,983,970 | 190,950 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $2,101,923 | 200,374 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,235,883 | 222,476 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,340,946 | 244,613 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $1,464,215 | 135,827 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $253,208 | 21,772 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $887,478 | 77,172 | Shares | Sole | 2023-02-03 |
| 2022-06-30 | $611,180 | 51,927 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $497,346 | 38,228 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,589,418 | 199,186 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $227,406 | 18,120 | Shares | Sole | 2021-11-02 |
| 2021-03-31 | $692,561 | 57,474 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $2,583,907 | 225,866 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $2,471,367 | 234,031 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $279,347 | 24,853 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,398,341 | 137,632 | Shares | Sole | 2020-05-01 |