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Disclosery

Shakespeare Wealth Management, LLC: DWM position timeline

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

Shakespeare Wealth Management, LLC held 26,612 DWM 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 26,612 shares
    Change vs previous 13F -1,343 shares

    0.52% of the 13F portfolio, value $1,948,379.

    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 27,955 shares
    Change vs previous 13F -475 shares

    0.46% of the 13F portfolio, value $1,953,792.

    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 28,430 shares
    Change vs previous 13F -245 shares

    0.43% of the 13F portfolio, value $1,954,847.

    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 28,675 shares
    Change vs previous 13F -895 shares

    0.43% of the 13F portfolio, value $1,898,798.

    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 29,570 shares
    Change vs previous 13F -12,436 shares

    0.5% of the 13F portfolio, value $1,879,469.

    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 42,006 shares
    Change vs previous 13F -2,811 shares

    0.65% of the 13F portfolio, value $2,442,855.

    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 44,817 shares
    Change vs previous 13F -7,932 shares

    0.64% of the 13F portfolio, value $2,361,632.

    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 52,749 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,036,031.

    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).