Skip to content
Disclosery

Shakespeare Wealth Management, LLC: PRFZ position timeline

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

Shakespeare Wealth Management, LLC held 23,098 PRFZ 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 23,098 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,288,175.

    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 23,098 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,059,505.

    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 23,098 shares
    Change vs previous 13F -510 shares

    0.23% of the 13F portfolio, value $1,059,967.

    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 23,608 shares
    Change vs previous 13F -375 shares

    0.24% of the 13F portfolio, value $1,072,275.

    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 23,983 shares
    Change vs previous 13F -376 shares

    0.26% of the 13F portfolio, value $975,389.

    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 24,359 shares
    Change vs previous 13F -1,035 shares

    0.25% of the 13F portfolio, value $922,232.

    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 25,394 shares
    Change vs previous 13F -1,040 shares

    0.28% of the 13F portfolio, value $1,056,644.

    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 26,434 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,098,333.

    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).