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Disclosery

Shakespeare Wealth Management, LLC: FBND position timeline

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

Shakespeare Wealth Management, LLC held 941,225 FBND 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 941,225 shares
    Change vs previous 13F +70,566 shares

    11.34% of the 13F portfolio, value $42,816,313.

    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 870,659 shares
    Change vs previous 13F +103,185 shares

    9.4% of the 13F portfolio, value $39,719,481.

    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 767,474 shares
    Change vs previous 13F +37,181 shares

    7.81% of the 13F portfolio, value $35,334,517.

    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 730,293 shares
    Change vs previous 13F +53,803 shares

    7.69% of the 13F portfolio, value $33,768,747.

    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 676,490 shares
    Change vs previous 13F +29,716 shares

    8.25% of the 13F portfolio, value $30,949,434.

    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 646,774 shares
    Change vs previous 13F +17,572 shares

    7.91% of the 13F portfolio, value $29,525,231.

    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 629,202 shares
    Change vs previous 13F +16,101 shares

    7.61% of the 13F portfolio, value $28,232,286.

    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 613,101 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $28,656,363.

    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).