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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001104659-24-060481
Filing Date
2024-05-13
Accepted
2024-05-13 15:48:25
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2073
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 40853
  Complete submission text file 0001104659-24-060481.txt   44238
Mailing Address N22 W27847 EDGEWATER DR. PEWAUKEE WI 53072
Business Address N22 W27847 EDGEWATER DR. PEWAUKEE WI 53072 262-814-1600
Shakespeare Wealth Management, LLC (Filer) CIK: 0001658509 (see all company filings)

IRS No.: 391944977 | State of Incorp.: WI | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-18885 | Film No.: 24938750