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CIK 0001511794 • 7 13F filings • May 9, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("shaker-financial-services-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004387 |
| $291.6M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002630 | $319.2M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002882 | $275.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001718 | $286.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001629 | $256.9M | View |