Shakespeare Wealth Management, LLC
Q2 2026 13F Holdings
Location
Pewaukee, WI
Holdings as of
6/30/2026
Value
$378M
Num holdings
79
Date filed
7/20/2026
Form type
13F-HR
Prev filing
4/30/2026
Next filing
10/28/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type