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Shakespeare Wealth Management, LLC: FNDC position timeline

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

Shakespeare Wealth Management, LLC held 37,856 FNDC 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 37,856 shares
    Change vs previous 13F -56 shares

    0.49% of the 13F portfolio, value $1,838,287.

    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 37,912 shares
    Change vs previous 13F -1,844 shares

    0.42% of the 13F portfolio, value $1,757,600.

    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 39,756 shares
    Change vs previous 13F -349 shares

    0.39% of the 13F portfolio, value $1,771,130.

    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 40,105 shares
    Change vs previous 13F -250 shares

    0.41% of the 13F portfolio, value $1,785,074.

    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 40,355 shares
    Change vs previous 13F -4,538 shares

    0.45% of the 13F portfolio, value $1,696,928.

    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 44,893 shares
    Change vs previous 13F -6,020 shares

    0.44% of the 13F portfolio, value $1,625,127.

    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 50,913 shares
    Change vs previous 13F -4,224 shares

    0.47% of the 13F portfolio, value $1,738,170.

    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 55,137 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,103,477.

    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).