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Shakespeare Wealth Management, LLC: SLYG position timeline

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

Shakespeare Wealth Management, LLC held 119,563 SLYG 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 119,563 shares
    Change vs previous 13F -62,714 shares

    3.77% of the 13F portfolio, value $14,243,557.

    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 182,277 shares
    Change vs previous 13F +4,492 shares

    4.17% of the 13F portfolio, value $17,611,560.

    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 177,785 shares
    Change vs previous 13F +1,342 shares

    3.7% of the 13F portfolio, value $16,745,581.

    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 176,443 shares
    Change vs previous 13F +4,857 shares

    3.79% of the 13F portfolio, value $16,640,356.

    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 171,586 shares
    Change vs previous 13F +6,992 shares

    4.06% of the 13F portfolio, value $15,228,292.

    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 164,594 shares
    Change vs previous 13F +12,953 shares

    3.66% of the 13F portfolio, value $13,661,332.

    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 151,641 shares
    Change vs previous 13F -2,990 shares

    3.69% of the 13F portfolio, value $13,700,808.

    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 154,631 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $14,397,713.

    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).