Skip to content
Disclosery

Shakespeare Wealth Management, LLC: DISV position timeline

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

Shakespeare Wealth Management, LLC held 436,894 DISV 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 436,894 shares
    Change vs previous 13F +14,112 shares

    4.64% of the 13F portfolio, value $17,532,569.

    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 422,782 shares
    Change vs previous 13F -20,224 shares

    3.95% of the 13F portfolio, value $16,674,502.

    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 443,006 shares
    Change vs previous 13F +404 shares

    3.72% of the 13F portfolio, value $16,834,214.

    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 442,602 shares
    Change vs previous 13F -2,154 shares

    3.6% of the 13F portfolio, value $15,796,477.

    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 444,756 shares
    Change vs previous 13F +2,237 shares

    3.9% of the 13F portfolio, value $14,636,913.

    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 442,519 shares
    Change vs previous 13F -5,009 shares

    3.45% of the 13F portfolio, value $12,886,144.

    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 447,528 shares
    Change vs previous 13F +16,753 shares

    3.21% of the 13F portfolio, value $11,890,818.

    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 430,775 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $12,518,322.

    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).