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Disclosery

Shakespeare Wealth Management, LLC: DFAC position timeline

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

Shakespeare Wealth Management, LLC held 49,898 DFAC 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 49,898 shares
    Change vs previous 13F -1,279 shares

    0.59% of the 13F portfolio, value $2,213,475.

    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 51,177 shares
    Change vs previous 13F +1,357 shares

    0.47% of the 13F portfolio, value $1,988,738.

    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 49,820 shares
    Change vs previous 13F +648 shares

    0.44% of the 13F portfolio, value $1,972,374.

    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 49,172 shares
    Change vs previous 13F +3,115 shares

    0.43% of the 13F portfolio, value $1,896,564.

    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 46,057 shares
    Change vs previous 13F +3,572 shares

    0.44% of the 13F portfolio, value $1,650,683.

    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 42,485 shares
    Change vs previous 13F +3,708 shares

    0.38% of the 13F portfolio, value $1,401,580.

    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 38,777 shares
    Change vs previous 13F +909 shares

    0.36% of the 13F portfolio, value $1,341,296.

    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 37,868 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,298,494.

    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).