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Shakespeare Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shakespeare Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Shakespeare Wealth Management, LLC held 10,430 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,430 shares
    Change vs previous 13F +631 shares

    0.8% of the 13F portfolio, value $3,017,985.

    13F-HR 0001104659-26-084986 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,799 shares
    Change vs previous 13F -435 shares

    0.59% of the 13F portfolio, value $2,486,852.

    13F-HR 0001104659-26-052530 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,234 shares
    Change vs previous 13F +217 shares

    0.61% of the 13F portfolio, value $2,782,089.

    13F-HR 0001104659-26-011375 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,017 shares
    Change vs previous 13F +159 shares

    0.58% of the 13F portfolio, value $2,550,684.

    13F-HR 0001104659-25-106233 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,858 shares
    Change vs previous 13F -14 shares

    0.54% of the 13F portfolio, value $2,022,557.

    13F-HR 0001104659-25-076737 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,872 shares
    Change vs previous 13F -136 shares

    0.59% of the 13F portfolio, value $2,192,847.

    13F-HR 0001104659-25-049163 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,008 shares
    Change vs previous 13F -138 shares

    0.68% of the 13F portfolio, value $2,506,080.

    13F-HR 0001104659-25-012625 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,146 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,364,038.

    13F-HR 0001104659-24-118700 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).