Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in TBLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,102,806 | 54,866 | Shares | Sole | 2026-01-26 |
| 2024-06-30 | $251,982 | 15,622 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $315,315 | 19,500 | Shares | Sole | 2024-05-13 |
| 2023-09-30 | $173,185 | 11,862 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $266,525 | 17,500 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $201,212 | 12,890 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $572,099 | 40,063 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $184,730 | 14,500 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $371,717 | 25,618 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $602,525 | 35,256 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $895,680 | 48,000 | Shares | Sole | 2022-02-07 |