Shaker Financial Services, LLC
Holdings in STEW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,014,167 | 108,639 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $3,784,380 | 208,391 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,223,738 | 69,216 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $4,845,283 | 280,886 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $11,642,150 | 726,726 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $10,352,302 | 655,209 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $9,253,538 | 635,982 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $10,228,134 | 679,159 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $8,582,312 | 618,768 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $7,945,382 | 612,125 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $7,880,697 | 593,426 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $7,997,571 | 651,268 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $5,555,500 | 437,441 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $3,972,407 | 365,111 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $2,723,177 | 227,881 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,299,154 | 155,034 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $4,787,860 | 336,936 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $8,380,580 | 639,251 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $6,135,326 | 453,126 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,241,073 | 257,637 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $4,240,385 | 380,645 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $934,200 | 93,420 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $3,523,974 | 374,095 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $839,582 | 91,259 | Shares | Sole | 2020-05-01 |