Shaker Financial Services, LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,820,582 | 1,086,080 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $8,290,329 | 1,307,623 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $5,474,729 | 803,925 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $2,097,460 | 320,223 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,843,203 | 409,094 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,621,667 | 510,094 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $5,107,881 | 751,159 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $4,209,026 | 659,722 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,567,692 | 264,813 | Shares | Sole | 2023-11-02 |
| 2023-03-31 | $1,085,620 | 175,100 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $3,529,719 | 619,249 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $143,780 | 26,000 | Shares | Sole | 2022-11-09 |
| 2021-12-31 | $2,033,842 | 242,702 | Shares | Sole | 2022-02-07 |
| 2020-12-31 | $2,184,443 | 316,586 | Shares | Sole | 2021-02-03 |
| 2020-06-30 | $2,742,711 | 479,495 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $785,517 | 162,297 | Shares | Sole | 2020-05-01 |