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Shakespeare Wealth Management, LLC: VTEB position timeline

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

Shakespeare Wealth Management, LLC held 21,338 VTEB 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 21,338 shares
    Change vs previous 13F -7,181 shares

    0.29% of the 13F portfolio, value $1,079,276.

    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 28,519 shares
    Change vs previous 13F -5,041 shares

    0.34% of the 13F portfolio, value $1,422,813.

    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 33,560 shares
    Change vs previous 13F +450 shares

    0.37% of the 13F portfolio, value $1,687,732.

    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 33,110 shares
    Change vs previous 13F +92 shares

    0.38% of the 13F portfolio, value $1,657,818.

    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 33,018 shares
    Change vs previous 13F +6,089 shares

    0.43% of the 13F portfolio, value $1,618,873.

    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 26,929 shares
    Change vs previous 13F +7,255 shares

    0.36% of the 13F portfolio, value $1,336,217.

    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 19,674 shares
    Change vs previous 13F +2,252 shares

    0.27% of the 13F portfolio, value $986,258.

    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 17,422 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $890,613.

    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).