Skip to content
Disclosery

Shakespeare Wealth Management, LLC: IWN position timeline

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

Shakespeare Wealth Management, LLC held 0 IWN 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 0 shares
    Change vs previous 13F -9,912 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 9,912 shares
    Change vs previous 13F -179 shares

    0.44% of the 13F portfolio, value $1,879,216.

    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 10,091 shares
    Change vs previous 13F -11 shares

    0.4% of the 13F portfolio, value $1,828,590.

    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 10,102 shares
    Change vs previous 13F -190 shares

    0.41% of the 13F portfolio, value $1,786,135.

    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 10,292 shares
    Change vs previous 13F +1,228 shares

    0.43% of the 13F portfolio, value $1,623,666.

    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 9,064 shares
    Change vs previous 13F -361 shares

    0.37% of the 13F portfolio, value $1,368,483.

    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 9,425 shares
    Change vs previous 13F -125 shares

    0.42% of the 13F portfolio, value $1,547,302.

    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 9,550 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,593,131.

    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).