Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,437,429 | 103,019 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $448,756 | 18,095 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $548,331 | 23,443 | Shares | Sole | 2025-08-05 |
| 2024-12-31 | $308,280 | 14,000 | Shares | Sole | 2025-02-13 |
| 2022-09-30 | $442,318 | 21,103 | Shares | Sole | 2022-11-09 |
| 2021-09-30 | $1,980,584 | 86,564 | Shares | Sole | 2021-11-02 |
| 2020-12-31 | $247,409 | 11,759 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $461,195 | 24,159 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $430,576 | 22,356 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $226,524 | 12,878 | Shares | Sole | 2020-05-01 |