Shaker Financial Services, LLC
Holdings in SCD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,241,181 | 83,807 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $295,070 | 19,000 | Shares | Sole | 2025-10-22 |
| 2025-03-31 | $697,542 | 43,788 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $646,943 | 37,613 | Shares | Sole | 2025-02-13 |
| 2024-06-30 | $1,433,200 | 92,584 | Shares | Sole | 2024-08-02 |
| 2023-03-31 | $1,110,621 | 90,960 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,224,516 | 101,704 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $867,598 | 76,983 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $417,992 | 33,928 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,947,625 | 201,616 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,386,202 | 156,987 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $3,302,400 | 240,000 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $783,222 | 54,315 | Shares | Sole | 2021-08-04 |
| 2020-12-31 | $958,655 | 82,288 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $296,830 | 29,101 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $160,810 | 16,065 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $858,736 | 106,543 | Shares | Sole | 2020-05-01 |