Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in HYI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,580,125 | 231,194 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $489,770 | 41,825 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $469,627 | 39,201 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,833,068 | 154,820 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,909,178 | 161,521 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,789,875 | 144,578 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,271,766 | 109,635 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $498,241 | 41,659 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $990,582 | 81,934 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,048,588 | 91,261 | Shares | Sole | 2023-11-02 |
| 2022-03-31 | $1,386,570 | 99,897 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $820,245 | 52,013 | Shares | Sole | 2022-02-07 |
| 2021-06-30 | $180,199 | 11,485 | Shares | Sole | 2021-08-04 |
| 2020-12-31 | $253,489 | 16,439 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $638,912 | 45,539 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $432,818 | 30,982 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,261,852 | 102,340 | Shares | Sole | 2020-05-01 |