Shaker Financial Services, LLC
Holdings in HGLB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $340,594 | 37,305 | Shares | Sole | 2026-01-26 |
| 2025-03-31 | $607,948 | 72,983 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $4,542,453 | 667,027 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $5,168,327 | 657,548 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $4,625,407 | 614,264 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $3,492,707 | 455,967 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $3,339,847 | 424,917 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $3,222,760 | 402,845 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $3,415,660 | 394,874 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $2,637,429 | 291,751 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $3,066,756 | 325,558 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,375,659 | 272,438 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $3,757,085 | 388,530 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $4,008,910 | 406,996 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,123,069 | 234,076 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $555,389 | 61,099 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $2,272,438 | 250,821 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $435,352 | 56,466 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $909,583 | 139,293 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $604,289 | 97,466 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $639,640 | 99,323 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $913,117 | 209,912 | Shares | Sole | 2020-05-01 |