Back to SPE-PC
Shaker Financial Services, LLC → SPE-PC
Shaker Financial Services, LLC SPE-PC Position History
SPE-PC
Quarters held
5
Latest value
$7.1M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $4M |
| Q1 2026 | $5.1M |
| Q2 2026 | $9M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 558.7K | — | — |
| Q2 2026 | $9M | 665.0K | — | — |
| Q1 2026 | $5.1M | 372.0K | — | — |
| Q4 2025 | $4M | 250.6K | — | — |
| Q3 2025 | $5.5M | 354.7K | — | — |