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Disclosery

Shakespeare Wealth Management, LLC: PRF position timeline

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

Shakespeare Wealth Management, LLC held 34,894 PRF 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 34,894 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,885,323.

    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 34,894 shares
    Change vs previous 13F -67 shares

    0.39% of the 13F portfolio, value $1,658,512.

    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 34,961 shares
    Change vs previous 13F -1,352 shares

    0.36% of the 13F portfolio, value $1,640,370.

    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 36,313 shares
    Change vs previous 13F -38 shares

    0.37% of the 13F portfolio, value $1,641,711.

    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 36,351 shares
    Change vs previous 13F -308 shares

    0.41% of the 13F portfolio, value $1,536,557.

    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 36,659 shares
    Change vs previous 13F -351 shares

    0.4% of the 13F portfolio, value $1,481,390.

    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 37,010 shares
    Change vs previous 13F -330 shares

    0.4% of the 13F portfolio, value $1,492,983.

    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 37,340 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,517,124.

    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).