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Shakespeare Wealth Management, LLC: FNDX position timeline

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

Shakespeare Wealth Management, LLC held 167,354 FNDX 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 167,354 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $5,204,709.

    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 167,354 shares
    Change vs previous 13F -2,872 shares

    1.1% of the 13F portfolio, value $4,660,809.

    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 170,226 shares
    Change vs previous 13F -2,220 shares

    1.02% of the 13F portfolio, value $4,631,849.

    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 172,446 shares
    Change vs previous 13F -5,313 shares

    1.03% of the 13F portfolio, value $4,535,330.

    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 177,759 shares
    Change vs previous 13F +656 shares

    1.16% of the 13F portfolio, value $4,362,206.

    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 177,103 shares
    Change vs previous 13F -3,865 shares

    1.12% of the 13F portfolio, value $4,181,402.

    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 180,968 shares
    Change vs previous 13F +117,943 shares

    1.16% of the 13F portfolio, value $4,285,322.

    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 63,025 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,522,674.

    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).