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Shakespeare Wealth Management, LLC: VOE position timeline

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

Shakespeare Wealth Management, LLC held 117,058 VOE 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 117,058 shares
    Change vs previous 13F -64,176 shares

    6.12% of the 13F portfolio, value $23,130,652.

    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 181,234 shares
    Change vs previous 13F +2,405 shares

    7.91% of the 13F portfolio, value $33,397,721.

    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 178,829 shares
    Change vs previous 13F +2,597 shares

    7.01% of the 13F portfolio, value $31,718,960.

    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 176,232 shares
    Change vs previous 13F +5,667 shares

    7% of the 13F portfolio, value $30,766,505.

    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 170,565 shares
    Change vs previous 13F +5,367 shares

    7.48% of the 13F portfolio, value $28,051,071.

    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 165,198 shares
    Change vs previous 13F +2,609 shares

    7.1% of the 13F portfolio, value $26,520,810.

    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 162,589 shares
    Change vs previous 13F -3,569 shares

    7.09% of the 13F portfolio, value $26,302,074.

    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 166,158 shares
    Change vs previous 13F not available

    7.28% of the 13F portfolio, value $27,859,693.

    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).