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Shakespeare Wealth Management, LLCETFConcentrated trader

CIK: 0001658509 | PEWAUKEE, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR111$517.5M2026-10-28SEC ↗
Q2 2026
13F-HR79$377.6M2026-07-20SEC ↗
Q1 2026
13F-HR100$422.3M2026-04-30SEC ↗
Q4 2025
13F-HR108$452.5M2026-02-06SEC ↗
Q3 2025
13F-HR104$439.4M2025-11-04SEC ↗
Q2 2025
13F-HR95$375.1M2025-08-12SEC ↗
Q1 2025
13F-HR96$373.5M2025-05-15SEC ↗
Q4 2024
13F-HR100$370.9M2025-02-13SEC ↗
Q3 2024
13F-HR93$382.5M2024-11-14SEC ↗
Q2 2024
13F-HR90$346.2M2024-08-13SEC ↗
Q1 2024
13F-HR87$344.9M2024-05-13SEC ↗
Q4 2023
13F-HR83$323.3M2024-02-13SEC ↗
Q3 2023
13F-HR78$285.4M2023-11-14SEC ↗
Q2 2023
13F-HR79$292.3M2023-08-11SEC ↗
Q1 2023
13F-HR77$281.7M2023-05-15SEC ↗
Q4 2022
13F-HR75$272.4M2023-02-13SEC ↗
Q3 2022
13F-HR67$531.9K2022-11-14SEC ↗
Q2 2022
13F-HR71$760.7K2022-08-09SEC ↗
Q1 2022
13F-HR79$504.6K2022-05-16SEC ↗
Q4 2021
13F-HR76$728.8K2022-01-10SEC ↗
Q3 2021
13F-HR78$260.1K2021-11-15SEC ↗
Q2 2021
13F-HR76$259.4K2021-08-09SEC ↗
Q1 2021
13F-HR74$592.6K2021-05-13SEC ↗
Q4 2020
13F-HR70$542.3K2021-02-16SEC ↗
Q3 2020
13F-HR67$442.8K2020-11-12SEC ↗
Q2 2020
13F-HR66$171.2K2020-08-11SEC ↗
Q1 2020
13F-HR57$144.6K2020-04-01SEC ↗
Q4 2019
13F-HR75$184.7K2020-02-10SEC ↗
Q3 2019
13F-HR75$172.9K2019-11-08SEC ↗
Q2 2019
13F-HR69$155.0K2019-08-12SEC ↗
Q1 2019
13F-HR42$133.4K2019-05-13SEC ↗
Q4 2018
13F-HR43$129.8K2019-02-04SEC ↗
Q3 2018
13F-HR37$129.7K2018-11-14SEC ↗
Q2 2018
13F-HR36$112.1K2018-08-14SEC ↗
Q1 2018
13F-HR39$115.5K2018-08-14SEC ↗
Q4 2017
13F-HR27$106.2K2018-08-14SEC ↗