Shakespeare Wealth Management, LLC
Q1 2026 13F Holdings
Location
Pewaukee, WI
Holdings as of
3/31/2026
Value ($000)
$422,330
Num holdings
98
Date filed
4/30/2026
Form type
13F-HR
Prev filing
2/6/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type