Shakespeare Wealth Management, LLC

Business address
N22 W27847 Edgewater Dr., Pewaukee, WI, 53072
Top securities (13F)
VOOV, VOOG, AGG, FBND, VOE, VBR, SCZ, EFV, EFG, MDYG, SLYG, IEMG, DISV, QQEW, VTI, FNDX, RPG, WEC, PEP, and AAPL
State of incorporation
WI
Fiscal year end
31 December
Former names
SHAKESPEARE WEALTH MANAGEMENT, INC. (to 13 Feb 2024)
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Shakespeare Wealth Management, LLC has filed 34 SEC EDGAR filings since 14 Aug 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-18885
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-18885
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-18885
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-18885
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-18885
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-18885
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-18885
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-18885
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-18885
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-18885
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-18885
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-18885
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-18885
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-18885
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-18885
13F-HR Open Document Open Filing 09 Aug 2022 30 Jun 2022 028-18885
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-18885
13F-HR Open Document Open Filing 10 Jan 2022 31 Dec 2021 028-18885
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-18885
13F-HR Open Document Open Filing 09 Aug 2021 30 Jun 2021 028-18885
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-18885
13F-HR Open Document Open Filing 16 Feb 2021 31 Dec 2020 028-18885
13F-HR Open Document Open Filing 12 Nov 2020 30 Sep 2020 028-18885
13F-HR Open Document Open Filing 11 Aug 2020 30 Jun 2020 028-18885
13F-HR Open Document Open Filing 01 Apr 2020 31 Mar 2020 028-18885
13F-HR Open Document Open Filing 10 Feb 2020 31 Dec 2019 028-18885
13F-HR Open Document Open Filing 08 Nov 2019 30 Sep 2019 028-18885
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-18885
13F-HR Open Document Open Filing 13 May 2019 31 Mar 2019 028-18885
13F-HR Open Document Open Filing 04 Feb 2019 31 Dec 2018 028-18885
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-18885
13F-HR Open Document Open Filing 14 Aug 2018 30 Jun 2018 028-18885
13F-HR Open Document Open Filing 14 Aug 2018 31 Mar 2018 028-18885
13F-HR Open Document Open Filing 14 Aug 2018 31 Dec 2017 028-18885