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Shaker Financial Services, LLC → TBLD
Shaker Financial Services, LLC TBLD Position History
TBLD
Quarters held
3
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $246K |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 213.3K | — | — |
| Q1 2026 | $246K | 11.6K | — | — |
| Q4 2025 | $1.1M | 54.9K | — | — |