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Disclosery

Shakespeare Wealth Management, LLC: SCHC position timeline

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

Shakespeare Wealth Management, LLC held 47,356 SCHC 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 47,356 shares
    Change vs previous 13F -23 shares

    0.6% of the 13F portfolio, value $2,278,771.

    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 47,379 shares
    Change vs previous 13F -832 shares

    0.52% of the 13F portfolio, value $2,214,494.

    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 48,211 shares
    Change vs previous 13F -746 shares

    0.49% of the 13F portfolio, value $2,195,047.

    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 48,957 shares
    Change vs previous 13F -1,600 shares

    0.51% of the 13F portfolio, value $2,228,033.

    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 50,557 shares
    Change vs previous 13F -6,833 shares

    0.57% of the 13F portfolio, value $2,153,223.

    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 57,390 shares
    Change vs previous 13F -3,080 shares

    0.55% of the 13F portfolio, value $2,059,153.

    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 60,470 shares
    Change vs previous 13F +2,172 shares

    0.56% of the 13F portfolio, value $2,075,935.

    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 58,298 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,246,222.

    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).