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Shakespeare Wealth Management, LLC: VOOG position timeline

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

Shakespeare Wealth Management, LLC held 839,154 VOOG 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 839,154 shares
    Change vs previous 13F +731,832 shares

    18.36% of the 13F portfolio, value $69,330,942.

    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 107,322 shares
    Change vs previous 13F +5,688 shares

    10.36% of the 13F portfolio, value $43,753,908.

    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 101,634 shares
    Change vs previous 13F -1,205 shares

    9.99% of the 13F portfolio, value $45,185,637.

    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 102,839 shares
    Change vs previous 13F -3,813 shares

    10.19% of the 13F portfolio, value $44,782,443.

    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 106,652 shares
    Change vs previous 13F +2,738 shares

    11.28% of the 13F portfolio, value $42,291,943.

    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 103,914 shares
    Change vs previous 13F +1,951 shares

    9.31% of the 13F portfolio, value $34,757,301.

    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 101,963 shares
    Change vs previous 13F -1,715 shares

    10.06% of the 13F portfolio, value $37,324,657.

    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 103,678 shares
    Change vs previous 13F not available

    9.36% of the 13F portfolio, value $35,798,981.

    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).