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Disclosery

Shakespeare Wealth Management, LLC: IEMG position timeline

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

Shakespeare Wealth Management, LLC held 227,592 IEMG 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 227,592 shares
    Change vs previous 13F -3,938 shares

    4.99% of the 13F portfolio, value $18,853,715.

    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 231,530 shares
    Change vs previous 13F -5,075 shares

    3.82% of the 13F portfolio, value $16,149,199.

    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 236,605 shares
    Change vs previous 13F -3,517 shares

    3.51% of the 13F portfolio, value $15,904,571.

    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 240,122 shares
    Change vs previous 13F -622 shares

    3.6% of the 13F portfolio, value $15,828,844.

    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 240,744 shares
    Change vs previous 13F -1,602 shares

    3.85% of the 13F portfolio, value $14,451,864.

    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 242,346 shares
    Change vs previous 13F +3,914 shares

    3.5% of the 13F portfolio, value $13,079,419.

    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 238,432 shares
    Change vs previous 13F +1,020 shares

    3.36% of the 13F portfolio, value $12,450,925.

    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 237,412 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $13,629,828.

    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).