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Disclosery

Shakespeare Wealth Management, LLC: SCZ position timeline

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

Shakespeare Wealth Management, LLC held 307,098 SCZ 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 307,098 shares
    Change vs previous 13F +9,574 shares

    6.69% of the 13F portfolio, value $25,264,946.

    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 297,524 shares
    Change vs previous 13F +2,580 shares

    5.52% of the 13F portfolio, value $23,328,855.

    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 294,944 shares
    Change vs previous 13F +5,520 shares

    5.05% of the 13F portfolio, value $22,867,006.

    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 289,424 shares
    Change vs previous 13F -2 shares

    5.05% of the 13F portfolio, value $22,204,623.

    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 289,426 shares
    Change vs previous 13F -989 shares

    5.61% of the 13F portfolio, value $21,035,495.

    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 290,415 shares
    Change vs previous 13F +2,214 shares

    4.94% of the 13F portfolio, value $18,450,083.

    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 288,201 shares
    Change vs previous 13F +7,581 shares

    4.72% of the 13F portfolio, value $17,508,228.

    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 280,620 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $18,997,946.

    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).