Shaker Financial Services, LLC
Holdings in SPE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,681,005 | 250,579 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $5,497,509 | 354,678 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,131,616 | 266,728 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,158,011 | 77,098 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,308,789 | 157,812 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $885,176 | 63,636 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $770,712 | 58,923 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,298,873 | 102,759 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,340,547 | 197,348 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,333,642 | 213,508 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $2,537,257 | 226,137 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $2,256,571 | 206,268 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,635,113 | 143,431 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $872,062 | 78,635 | Shares | Sole | 2022-11-09 |
| 2021-12-31 | $161,560 | 10,457 | Shares | Sole | 2022-02-07 |
| 2021-06-30 | $3,860,021 | 254,451 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $5,126,675 | 349,705 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $3,221,729 | 228,816 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $1,727,583 | 139,209 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $1,740,031 | 154,395 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,623,246 | 170,868 | Shares | Sole | 2020-05-01 |