Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,847,916 | 147,484 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,102,262 | 54,006 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,213,363 | 61,281 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,279,579 | 65,822 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $994,058 | 51,720 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $406,745 | 19,332 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $438,764 | 22,104 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $751,494 | 38,322 | Shares | Sole | 2024-05-13 |
| 2022-09-30 | $268,694 | 14,845 | Shares | Sole | 2022-11-09 |
| 2022-03-31 | $219,700 | 10,000 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $493,025 | 20,500 | Shares | Sole | 2022-02-07 |