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Disclosery

Shakespeare Wealth Management, LLC: VOOV position timeline

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

Shakespeare Wealth Management, LLC held 348,545 VOOV 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 348,545 shares
    Change vs previous 13F +66,572 shares

    20.23% of the 13F portfolio, value $76,404,451.

    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 281,973 shares
    Change vs previous 13F +7,833 shares

    13.61% of the 13F portfolio, value $57,463,249.

    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 274,140 shares
    Change vs previous 13F +1,920 shares

    12.41% of the 13F portfolio, value $56,157,605.

    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 272,220 shares
    Change vs previous 13F +10,302 shares

    12.36% of the 13F portfolio, value $54,299,815.

    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 261,918 shares
    Change vs previous 13F +13,011 shares

    13.18% of the 13F portfolio, value $49,426,482.

    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 248,907 shares
    Change vs previous 13F +2,142 shares

    12.28% of the 13F portfolio, value $45,846,217.

    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 246,765 shares
    Change vs previous 13F -990 shares

    12.28% of the 13F portfolio, value $45,530,636.

    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 247,755 shares
    Change vs previous 13F not available

    12.35% of the 13F portfolio, value $47,251,904.

    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).